Filed October 1, 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 | $46,850 | $66,302-29.3% | $110,238-57.5% | $56,287-16.8% |
| Participation rate | 41.0% | 74.9%-33.9pp | 79.8%-38.8pp | 69.9%-28.8pp |
| Annual return | -7.04% | -1.18%-5.9pp | 314.74%-321.8pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,304 | $2,047-36.3% | $3,826-65.9% | $2,111-38.2% |
| Participant deferral / active EE | $2,248 | $3,381-33.5% | $4,672-51.9% | $3,350-32.9% |
| Admin fee / account holder | $953 | $698+36.4% | $8,547-88.9% | $521+82.9% |