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 | $53,640 | $67,606-20.7% | $82,313-34.8% | $70,131-23.5% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 14.59% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $427 | $1,755-75.7% | $2,428-82.4% | $2,342-81.8% |
| Participant deferral / active EE | $1,466 | $2,987-50.9% | $3,706-60.5% | $3,332-56.0% |
| Admin fee / account holder | $980 | $4,512-78.3% | $5,608-82.5% | $4,645-78.9% |