Filed June 7, 2014
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 | $46,729 | $90,600-48.4% | $79,464-41.2% | $135,375-65.5% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 82.6%-14.2pp |
| Annual return | -7.40% | 977.43%-984.8pp | 718.14%-725.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,395 | $3,068-54.5% | $2,800-50.2% | $4,779-70.8% |
| Participant deferral / active EE | $3,688 | $4,050-9.0% | $3,704-0.4% | $5,609-34.3% |
| Admin fee / account holder | $500 | $5,907-91.5% | $5,113-90.2% | $10,827-95.4% |