Filed June 28, 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.
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 | $60,469 | $78,705-23.2% | $117,854-48.7% | $70,131-13.8% |
| Participation rate | 54.9% | 73.2%-18.3pp | 79.7%-24.7pp | 69.5%-14.6pp |
| Annual return | 15.77% | 23.30%-7.5pp | 335.08%-319.3pp | 73.14%-57.4pp |
| Employer contribution / active EE | $511 | $2,223-77.0% | $3,786-86.5% | $2,342-78.2% |
| Participant deferral / active EE | $1,688 | $3,297-48.8% | $4,482-62.3% | $3,332-49.3% |
| Admin fee / account holder | $460 | $5,065-90.9% | $8,020-94.3% | $4,645-90.1% |