Filed January 27, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,946 | $60,892-14.7% | $82,389-37.0% | $84,808-38.7% |
| Participation rate | 62.3% | 63.3%-0.9pp | 69.5%-7.2pp | 68.3%-6.0pp |
| Annual return | 12.34% | 37.29%-24.9pp | 28.67%-16.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,117 | $1,779-37.2% | $2,517-55.6% | $2,631-57.6% |
| Participant deferral / active EE | $3,776 | $3,179+18.8% | $4,155-9.1% | $4,212-10.3% |
| Admin fee / account holder | $3,664 | $5,467-33.0% | $7,231-49.3% | $7,344-50.1% |