Filed August 31, 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 | $42,121 | $63,346-33.5% | $92,233-54.3% | $70,131-39.9% |
| Participation rate | 46.8% | 68.7%-21.9pp | 76.5%-29.7pp | 69.5%-22.8pp |
| Annual return | 50.48% | 530.12%-479.6pp | 176.28%-125.8pp | 73.14%-22.7pp |
| Employer contribution / active EE | $1,034 | $2,471-58.2% | $3,679-71.9% | $2,342-55.9% |
| Participant deferral / active EE | $2,626 | $2,854-8.0% | $3,897-32.6% | $3,332-21.2% |
| Admin fee / account holder | $3,361 | $3,840-12.5% | $5,194-35.3% | $4,645-27.6% |