Filed March 17, 2016
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,783 | $58,927+88.0% | $76,817+44.2% | $72,985+51.8% |
| Participation rate | 56.4% | 67.3%-10.9pp | 72.1%-15.7pp | 69.5%-13.1pp |
| Annual return | 12.87% | 2305.64%-2292.8pp | 1166.11%-1153.2pp | 81.00%-68.1pp |
| Employer contribution / active EE | $1,616 | $1,787-9.6% | $2,302-29.8% | $2,440-33.8% |
| Participant deferral / active EE | $2,945 | $2,690+9.5% | $3,336-11.7% | $3,607-18.4% |
| Admin fee / account holder | $3,123 | $4,013-22.2% | $6,420-51.4% | $5,124-39.1% |