Filed January 13, 2016
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,771 | $41,854-7.4% | $73,843-47.5% | $52,331-25.9% |
| Participation rate | 29.9% | 66.2%-36.3pp | 73.4%-43.5pp | 68.1%-38.2pp |
| Annual return | -0.26% | 2.11%-2.4pp | 2267.84%-2268.1pp | 4.54%-4.8pp |
| Employer contribution / active EE | $199 | $1,920-89.7% | $2,787-92.9% | $1,882-89.4% |
| Participant deferral / active EE | $1,917 | $2,498-23.3% | $3,583-46.5% | $3,022-36.6% |
| Admin fee / account holder | $6,945 | $493+1309.8% | $4,880+42.3% | $592+1073.9% |