Filed March 10, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,780 | $87,841-67.2% | $133,980-78.5% | $62,891-54.2% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.8pp |
| Annual return | 9.00% | 12.05%-3.1pp | 29.30%-20.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,760 | $3,483-49.5% | $5,211-66.2% | $2,281-22.8% |
| Participant deferral / active EE | $2,740 | $4,812-43.1% | $6,282-56.4% | $3,203-14.4% |
| Admin fee / account holder | $508 | $5,371-90.5% | $9,324-94.5% | $4,296-88.2% |