Filed August 7, 2017
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 | $72,084 | $56,317+28.0% | $71,209+1.2% | $74,304-3.0% |
| Participation rate | 32.7% | 55.1%-22.4pp | 73.8%-41.0pp | 60.3%-27.6pp |
| Annual return | 21.45% | 42.83%-21.4pp | 282.51%-261.1pp | 29.43%-8.0pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,771 | $2,788-0.6% | $4,175-33.6% | $3,767-26.4% |
| Admin fee / account holder | $4,064 | $2,290+77.5% | $5,349-24.0% | $2,969+36.9% |