Filed March 4, 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.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,358 | $76,000-85.1% | $154,107-92.6% | $64,186-82.3% |
| Participation rate | 46.2% | 70.4%-24.3pp | 83.0%-36.9pp | 69.6%-23.4pp |
| Annual return | 0.83% | 30.32%-29.5pp | 735.12%-734.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,063 | $3,175-35.0% | $5,081-59.4% | $3,470-40.6% |
| Admin fee / account holder | $82 | $5,596-98.5% | $13,411-99.4% | $4,888-98.3% |