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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,847 | $53,127+48.4% | $86,590-8.9% | $70,131+12.4% |
| Participation rate | 65.9% | 65.3%+0.6pp | 73.5%-7.7pp | 69.5%-3.7pp |
| Annual return | 20.04% | 27.66%-7.6pp | 964.84%-944.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,262 | $2,696+21.0% | $3,609-9.6% | $3,332-2.1% |
| Admin fee / account holder | $1,979 | $3,585-44.8% | $4,906-59.7% | $4,645-57.4% |