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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,037 | $60,349-30.3% | $74,183-43.3% | $62,891-33.2% |
| Participation rate | 67.7% | 72.7%-5.0pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | 4.50% | 21.37%-16.9pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $458 | $1,680-72.7% | $2,370-80.7% | $2,281-79.9% |
| Participant deferral / active EE | $1,554 | $2,856-45.6% | $3,550-56.2% | $3,203-51.5% |
| Admin fee / account holder | $152 | $4,261-96.4% | $5,586-97.3% | $4,296-96.5% |