Filed June 21, 2016
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 8-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.
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 | $15,897 | $109,817-85.5% | $98,442-83.9% | $167,490-90.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 18.11% | 1956.69%-1938.6pp | 1492.73%-1474.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,945 | $3,224-39.7% | $2,960-34.3% | $4,837-59.8% |
| Participant deferral / active EE | $3,840 | $4,673-17.8% | $4,276-10.2% | $6,341-39.4% |
| Admin fee / account holder | $212 | $6,753-96.9% | $5,949-96.4% | $12,309-98.3% |