Filed March 17, 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 | $77,958 | $87,870-11.3% | $113,168-31.1% | $74,304+4.9% |
| Participation rate | 41.6% | 70.7%-29.2pp | 76.6%-35.0pp | 60.3%-18.8pp |
| Annual return | 16.45% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,513 | $2,277-33.6% | $2,975-49.2% | $2,241-32.5% |
| Participant deferral / active EE | $3,204 | $4,241-24.5% | $5,107-37.3% | $3,767-15.0% |
| Admin fee / account holder | $5,260 | $3,368+56.2% | $12,068-56.4% | $2,969+77.2% |