Filed August 31, 2016
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 | $238,731 | $183,519+30.1% | $155,509+53.5% | $145,922+63.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 166.31% | 61.17%+105.1pp | 64.67%+101.6pp | 561.29%-395.0pp |
| Employer contribution / active EE | $5,863 | $5,313+10.3% | $4,672+25.5% | $4,660+25.8% |
| Participant deferral / active EE | $6,154 | $6,462-4.8% | $5,626+9.4% | $6,688-8.0% |
| Admin fee / account holder | $5,494 | $19,313-71.6% | $15,912-65.5% | $13,397-59.0% |