Filed April 1, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,781 | $165,912-46.5% | $122,332-27.4% | $147,584-39.8% |
| Participation rate | 58.3% | 79.6%-21.2pp | 71.6%-13.3pp | 82.8%-24.5pp |
| Annual return | 18.91% | 34.55%-15.6pp | 30.27%-11.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,332 | $4,005-16.8% | $3,287+1.4% | $5,439-38.7% |
| Admin fee / account holder | $753 | $7,424-89.9% | $5,478-86.3% | $10,885-93.1% |