Filed June 7, 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.)
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 | $57,878 | $180,749-68.0% | $160,784-64.0% | $137,256-57.8% |
| Participation rate | 58.3% | 80.0%-21.6pp | 77.0%-18.6pp | 80.0%-21.6pp |
| Annual return | 12.03% | 2234.46%-2222.4pp | 1803.92%-1791.9pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,525 | $4,155-63.3% | $3,733-59.1% | $4,156-63.3% |
| Participant deferral / active EE | $2,592 | $6,844-62.1% | $6,293-58.8% | $6,407-59.5% |
| Admin fee / account holder | $10,436 | $10,397+0.4% | $9,717+7.4% | $12,270-14.9% |