Filed February 12, 2015 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $67,943 | $65,365+3.9% | $92,893-26.9% | $72,985-6.9% |
| Participation rate | 63.2% | 68.3%-5.2pp | 76.0%-12.8pp | 69.5%-6.3pp |
| Annual return | 20.02% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $449 | $2,594-82.7% | $3,653-87.7% | $2,440-81.6% |
| Participant deferral / active EE | $2,287 | $3,128-26.9% | $4,236-46.0% | $3,607-36.6% |
| Admin fee / account holder | $4,075 | $4,251-4.1% | $5,794-29.7% | $5,124-20.5% |