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 | $55,052 | $54,705+0.6% | $71,209-22.7% | $84,808-35.1% |
| Participation rate | 26.2% | 64.1%-37.9pp | 73.8%-47.6pp | 68.3%-42.1pp |
| Annual return | 15.00% | 35.90%-20.9pp | 282.51%-267.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $394 | $2,158-81.7% | $2,721-85.5% | $2,631-85.0% |
| Participant deferral / active EE | $2,194 | $3,030-27.6% | $4,175-47.5% | $4,212-47.9% |
| Admin fee / account holder | $4,134 | $4,863-15.0% | $5,349-22.7% | $7,344-43.7% |