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 | $44,040 | $58,208-24.3% | $81,812-46.2% | $80,856-45.5% |
| Participation rate | 16.9% | 63.4%-46.5pp | 72.3%-55.4pp | 67.6%-50.7pp |
| Annual return | 13.87% | 41.66%-27.8pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $298 | $2,340-87.3% | $2,912-89.8% | $2,755-89.2% |
| Participant deferral / active EE | $1,841 | $3,281-43.9% | $4,319-57.4% | $4,296-57.2% |
| Admin fee / account holder | $2,839 | $4,981-43.0% | $7,386-61.6% | $6,918-59.0% |