Filed September 20, 2016 (most recent of 2 filings on file)
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 | $45,539 | $77,813-41.5% | $123,544-63.1% | $64,186-29.1% |
| Participation rate | 57.4% | 74.7%-17.3pp | 82.3%-24.9pp | 69.6%-12.2pp |
| Annual return | 3.11% | 12.48%-9.4pp | 119.20%-116.1pp | 7.63%-4.5pp |
| Employer contribution / active EE | $2,424 | $3,014-19.6% | $4,628-47.6% | $2,381+1.8% |
| Participant deferral / active EE | $5,268 | $5,240+0.5% | $6,426-18.0% | $3,470+51.8% |
| Admin fee / account holder | $1,635 | $5,519-70.4% | $9,284-82.4% | $4,888-66.5% |