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 | $47,105-34.9% | $68,368-55.2% | $67,986-54.9% |
| Participation rate | 54.8% | 51.8%+3.0pp | 73.8%-19.0pp | 57.2%-2.4pp |
| Annual return | 14.07% | 48.37%-34.3pp | 292.57%-278.5pp | 31.67%-17.6pp |
| Employer contribution / active EE | $497 | $1,859-73.2% | $2,649-81.2% | $2,019-75.4% |
| Participant deferral / active EE | $1,353 | $2,374-43.0% | $4,123-67.2% | $3,358-59.7% |
| Admin fee / account holder | $7,896 | $2,435+224.3% | $5,150+53.3% | $3,203+146.5% |