Filed August 31, 2016 (most recent of 3 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 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 | $63,630 | $48,076+32.4% | $78,689-19.1% | $62,891+1.2% |
| Participation rate | 67.5% | 65.2%+2.3pp | 73.6%-6.1pp | 69.3%-1.8pp |
| Annual return | 7.23% | 31.35%-24.1pp | 62.18%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,226 | $2,015-39.1% | $2,851-57.0% | $2,281-46.2% |
| Participant deferral / active EE | $3,008 | $2,588+16.2% | $3,517-14.5% | $3,203-6.1% |
| Admin fee / account holder | $4,795 | $3,207+49.5% | $4,510+6.3% | $4,296+11.6% |