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 | $42,768 | $56,199-23.9% | $67,652-36.8% | $59,632-28.3% |
| Participation rate | 60.0% | 71.5%-11.5pp | 75.7%-15.7pp | 68.7%-8.7pp |
| Annual return | 0.63% | 18505.31%-18504.7pp | 6625.04%-6624.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $419 | $1,614-74.1% | $2,266-81.5% | $2,203-81.0% |
| Participant deferral / active EE | $1,402 | $2,844-50.7% | $3,560-60.6% | $3,192-56.1% |
| Admin fee / account holder | $1,726 | $3,958-56.4% | $4,821-64.2% | $4,297-59.8% |