Filed June 18, 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 | $45,566 | $85,766-46.9% | $136,294-66.6% | $70,131-35.0% |
| Participation rate | 60.3% | 74.2%-13.9pp | 81.9%-21.6pp | 69.5%-9.3pp |
| Annual return | 21.08% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,047 | $2,966-31.0% | $4,695-56.4% | $2,342-12.6% |
| Participant deferral / active EE | $3,584 | $5,051-29.0% | $6,247-42.6% | $3,332+7.6% |
| Admin fee / account holder | $6,782 | $5,420+25.1% | $9,243-26.6% | $4,645+46.0% |