Filed May 14, 2014
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 | $52,712 | $78,483-32.8% | $106,201-50.4% | $74,546-29.3% |
| Participation rate | 45.2% | 72.8%-27.6pp | 75.3%-30.1pp | 67.2%-22.0pp |
| Annual return | 13.08% | 15.94%-2.9pp | 116.26%-103.2pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,215 | $2,522-51.8% | $3,170-61.7% | $2,624-53.7% |
| Participant deferral / active EE | $2,199 | $4,320-49.1% | $5,012-56.1% | $4,347-49.4% |
| Admin fee / account holder | $1,161 | $2,236-48.1% | $11,039-89.5% | $1,944-40.3% |