Filed April 29, 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.
Annual investment return 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,231 | $42,772-57.4% | $87,507-79.2% | $55,167-67.0% |
| Participation rate | 48.6% | 66.5%-17.9pp | 73.8%-25.2pp | 69.0%-20.4pp |
| Annual return | 3.50% | 21.20%-17.7pp | 12.21%-8.7pp | 169.23%-165.7pp |
| Employer contribution / active EE | $669 | $1,277-47.6% | $2,550-73.8% | $1,963-65.9% |
| Participant deferral / active EE | $1,158 | $2,342-50.5% | $3,149-63.2% | $3,054-62.1% |
| Admin fee / account holder | $6 | $461-98.6% | $4,221-99.8% | $504-98.7% |