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.
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 | $28,050 | $43,423-35.4% | $78,689-64.4% | $55,167-49.2% |
| Participation rate | 43.4% | 68.0%-24.6pp | 73.6%-30.2pp | 69.0%-25.6pp |
| Annual return | 11.15% | 11.53%-0.4pp | 62.18%-51.0pp | 169.23%-158.1pp |
| Employer contribution / active EE | $1,084 | $1,997-45.7% | $2,851-62.0% | $1,963-44.8% |
| Participant deferral / active EE | $2,274 | $2,509-9.4% | $3,517-35.4% | $3,054-25.6% |
| Admin fee / account holder | $1,747 | $416+319.9% | $4,510-61.3% | $504+246.8% |