Filed November 29, 2016 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $667,754 | $73,515+808.3% | $62,995+960.0% | $147,584+352.5% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 2.82% | 175.43%-172.6pp | 87.57%-84.7pp | 578.55%-575.7pp |
| Employer contribution / active EE | $6,810 | $3,320+105.1% | $2,759+146.8% | $4,876+39.7% |
| Participant deferral / active EE | $4,985 | $4,185+19.1% | $3,329+49.7% | $5,439-8.3% |
| Admin fee / account holder | $22,981 | $5,953+286.0% | $3,600+538.4% | $10,885+111.1% |