Filed November 1, 2018
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,446 | $73,102-74.8% | $123,544-85.1% | $56,287-67.2% |
| Participation rate | 38.4% | 74.3%-35.9pp | 82.3%-43.9pp | 69.9%-31.4pp |
| Annual return | -7.46% | 3.01%-10.5pp | 119.20%-126.7pp | -9.96%+2.5pp |
| Employer contribution / active EE | $679 | $2,977-77.2% | $4,628-85.3% | $2,111-67.8% |
| Participant deferral / active EE | $2,140 | $5,423-60.5% | $6,426-66.7% | $3,350-36.1% |
| Admin fee / account holder | $1,271 | $554+129.5% | $9,284-86.3% | $521+144.0% |