Filed November 17, 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 | $128,174 | $81,900+56.5% | $119,609+7.2% | $68,494+87.1% |
| Participation rate | 65.7% | 71.9%-6.2pp | 79.3%-13.5pp | 67.9%-2.2pp |
| Annual return | -18.45% | -23.82%+5.4pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,067 | $2,693-60.4% | $4,232-74.8% | $2,596-58.9% |
| Participant deferral / active EE | $6,780 | $4,148+63.5% | $5,602+21.0% | $4,027+68.4% |
| Admin fee / account holder | $25,121 | $6,582+281.7% | $10,323+143.3% | $5,403+365.0% |