Filed October 2, 2017 (most recent of 2 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 | $85,552 | $86,929-1.6% | $102,423-16.5% | $80,856+5.8% |
| Participation rate | 47.8% | 72.4%-24.5pp | 76.5%-28.7pp | 67.6%-19.8pp |
| Annual return | 11.73% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $403 | $2,369-83.0% | $3,023-86.7% | $2,755-85.4% |
| Participant deferral / active EE | $2,805 | $4,118-31.9% | $5,053-44.5% | $4,296-34.7% |
| Admin fee / account holder | $4,232 | $8,049-47.4% | $9,451-55.2% | $6,918-38.8% |