Filed September 5, 2014
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,660 | $56,317-45.6% | $71,209-56.9% | $74,304-58.7% |
| Participation rate | 54.8% | 55.1%-0.3pp | 73.8%-19.0pp | 60.3%-5.6pp |
| Annual return | 14.07% | 42.83%-28.8pp | 282.51%-268.4pp | 29.43%-15.4pp |
| Employer contribution / active EE | $497 | $2,160-77.0% | $2,721-81.7% | $2,241-77.8% |
| Participant deferral / active EE | $1,353 | $2,788-51.5% | $4,175-67.6% | $3,767-64.1% |
| Admin fee / account holder | $7,896 | $2,290+244.9% | $5,349+47.6% | $2,969+166.0% |