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.
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 | $37,028 | $57,281-35.4% | $86,612-57.2% | $75,163-50.7% |
| Participation rate | 19.6% | 63.2%-43.6pp | 71.7%-52.1pp | 67.2%-47.5pp |
| Annual return | 18.31% | 2670.75%-2652.4pp | 591.07%-572.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $345 | $2,314-85.1% | $3,022-88.6% | $2,670-87.1% |
| Participant deferral / active EE | $2,159 | $3,318-34.9% | $4,438-51.3% | $4,125-47.7% |
| Admin fee / account holder | $3,214 | $4,112-21.8% | $5,614-42.8% | $5,651-43.1% |