Filed July 25, 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 | $29,744 | $80,717-63.2% | $154,803-80.8% | $84,808-64.9% |
| Participation rate | 67.8% | 66.8%+1.0pp | 78.1%-10.3pp | 68.3%-0.5pp |
| Annual return | 13.48% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,107 | $2,761-59.9% | $4,305-74.3% | $2,631-57.9% |
| Participant deferral / active EE | $2,811 | $3,303-14.9% | $5,540-49.3% | $4,212-33.3% |
| Admin fee / account holder | $2,121 | $6,746-68.6% | $14,329-85.2% | $7,344-71.1% |