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 | $45,832 | $98,750-53.6% | $149,696-69.4% | $79,858-42.6% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 15.71% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,572 | $3,216-20.0% | $4,644-44.6% | $2,471+4.1% |
| Participant deferral / active EE | $5,449 | $5,680-4.1% | $6,842-20.4% | $3,740+45.7% |
| Admin fee / account holder | $5,978 | $6,053-1.2% | $9,309-35.8% | $5,306+12.7% |