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.
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 | $114,971 | $63,764+80.3% | $81,930+40.3% | $79,858+44.0% |
| Participation rate | 58.5% | 67.5%-9.0pp | 72.0%-13.5pp | 69.6%-11.1pp |
| Annual return | 4.53% | 22.66%-18.1pp | 29.49%-25.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $1,678 | $1,795-6.5% | $4,310-61.1% | $2,471-32.1% |
| Participant deferral / active EE | $3,386 | $2,780+21.8% | $7,107-52.4% | $3,740-9.5% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |