Filed March 10, 2015
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 | $39,101 | $53,777-27.3% | $134,143-70.9% | $79,858-51.0% |
| Participation rate | 61.8% | 58.8%+3.0pp | 72.2%-10.4pp | 69.6%-7.8pp |
| Annual return | 10.67% | 19.01%-8.3pp | 36.33%-25.7pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,329 | $1,321+0.6% | $3,704-64.1% | $2,471-46.2% |
| Participant deferral / active EE | $2,620 | $2,420+8.3% | $3,499-25.1% | $3,740-29.9% |
| Admin fee / account holder | $4,904 | $3,984+23.1% | $6,684-26.6% | $5,306-7.6% |