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 | $43,976 | $61,052-28.0% | $142,863-69.2% | $79,386-44.6% |
| Participation rate | 48.0% | 60.1%-12.1pp | 71.9%-23.9pp | 70.7%-22.7pp |
| Annual return | 12.57% | 16.02%-3.5pp | 5637.54%-5625.0pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,446 | $1,481-2.4% | $4,144-65.1% | $2,427-40.4% |
| Participant deferral / active EE | $3,098 | $2,879+7.6% | $3,837-19.3% | $4,046-23.4% |
| Admin fee / account holder | $3,711 | $659+462.8% | $6,560-43.4% | $626+492.4% |