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.
Participant contribution per participant 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).
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 | $20,163 | $45,825-56.0% | $90,645-77.8% | $56,287-64.2% |
| Participation rate | 44.4% | 66.7%-22.3pp | 74.0%-29.7pp | 69.9%-25.5pp |
| Annual return | -1.19% | 38.64%-39.8pp | 1.88%-3.1pp | -9.96%+8.8pp |
| Employer contribution / active EE | $593 | $1,372-56.8% | $2,532-76.6% | $2,111-71.9% |
| Participant deferral / active EE | $916 | $2,562-64.2% | $3,425-73.2% | $3,350-72.6% |
| Admin fee / account holder | $7 | $413-98.3% | $4,994-99.9% | $521-98.7% |