Filed July 25, 2014 (most recent of 2 filings on file)
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 6-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 | $64,941 | $88,751-26.8% | $81,812-20.6% | $145,922-55.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 11.86% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,287 | $3,083+6.6% | $2,912+12.9% | $4,660-29.5% |
| Participant deferral / active EE | $9,378 | $4,643+102.0% | $4,319+117.2% | $6,688+40.2% |
| Admin fee / account holder | $1,039 | $8,415-87.7% | $7,386-85.9% | $13,397-92.2% |