Filed November 3, 2015
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $35,991 | $106,749-66.3% | $145,433-75.3% | $82,448-56.3% |
| Participation rate | 39.2% | 75.6%-36.4pp | 82.1%-42.9pp | 68.1%-28.9pp |
| Annual return | 17.07% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $967 | $3,444-71.9% | $4,554-78.8% | $2,551-62.1% |
| Participant deferral / active EE | $2,745 | $6,519-57.9% | $7,897-65.2% | $4,139-33.7% |
| Admin fee / account holder | $2,681 | $8,390-68.0% | $13,129-79.6% | $7,234-62.9% |