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).
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 | $46,504 | $52,406-11.3% | $129,207-64.0% | $74,495-37.6% |
| Participation rate | 44.4% | 53.8%-9.4pp | 69.6%-25.2pp | 67.2%-22.8pp |
| Annual return | 14.92% | 15.66%-0.7pp | 9417.33%-9402.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,611 | $1,531+5.2% | $4,153-61.2% | $2,623-38.6% |
| Participant deferral / active EE | $2,982 | $2,794+6.7% | $4,168-28.4% | $4,346-31.4% |
| Admin fee / account holder | $2,598 | $2,633-1.3% | $7,715-66.3% | $1,942+33.8% |