Filed February 20, 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 | $66,342 | $36,767+80.4% | $81,478-18.6% | $62,292+6.5% |
| Participation rate | 51.9% | 54.4%-2.6pp | 68.0%-16.1pp | 69.5%-17.7pp |
| Annual return | 17.31% | 173.80%-156.5pp | 38.78%-21.5pp | 28.90%-11.6pp |
| Employer contribution / active EE | $550 | $1,128-51.3% | $2,568-78.6% | $2,042-73.1% |
| Participant deferral / active EE | $2,858 | $2,111+35.4% | $3,537-19.2% | $3,169-9.8% |
| Admin fee / account holder | $3,457 | $797+333.6% | $4,561-24.2% | $479+621.1% |