Filed July 3, 2014 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,339 | $65,409-50.6% | $98,442-67.1% | $85,850-62.3% |
| Participation rate | 14.8% | 65.0%-50.2pp | 73.3%-58.5pp | 69.3%-54.5pp |
| Annual return | 12.99% | 21.76%-8.8pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $191 | $2,168-91.2% | $2,960-93.6% | $2,565-92.6% |
| Participant deferral / active EE | $1,009 | $3,166-68.1% | $4,276-76.4% | $3,952-74.5% |
| Admin fee / account holder | $3,174 | $4,593-30.9% | $5,949-46.6% | $6,260-49.3% |