Filed November 17, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,808 | $43,723-25.0% | $121,196-72.9% | $64,186-48.9% |
| Participation rate | 0.0% | 58.3%-58.3pp | 71.7%-71.7pp | 69.6%-69.6pp |
| Annual return | -5.40% | 68.91%-74.3pp | 16.93%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,655 | $2,280+60.3% | $3,344+9.3% | $3,470+5.3% |
| Admin fee / account holder | $1,592 | $3,501-54.5% | $5,019-68.3% | $4,888-67.4% |