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 | $159,280 | $59,101+169.5% | $77,163+106.4% | $75,163+111.9% |
| Participation rate | 51.0% | 63.9%-12.8pp | 69.6%-18.6pp | 67.2%-16.2pp |
| Annual return | 5.26% | 26.71%-21.4pp | 37.87%-32.6pp | 160.62%-155.4pp |
| Employer contribution / active EE | $1,881 | $1,995-5.7% | $2,535-25.8% | $2,670-29.6% |
| Participant deferral / active EE | $3,936 | $2,999+31.2% | $3,833+2.7% | $4,125-4.6% |
| Admin fee / account holder | $4,823 | $4,774+1.0% | $5,472-11.9% | $5,651-14.7% |