Filed May 12, 2015 (most recent of 2 filings on file)
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 | $26,647 | $48,230-44.7% | $67,502-60.5% | $80,856-67.0% |
| Participation rate | 67.9% | 66.4%+1.6pp | 72.9%-4.9pp | 67.6%+0.3pp |
| Annual return | 27.88% | 18.28%+9.6pp | 3512.12%-3484.2pp | 35.59%-7.7pp |
| Employer contribution / active EE | $1,763 | $2,020-12.7% | $2,731-35.5% | $2,755-36.0% |
| Participant deferral / active EE | $5,240 | $2,924+79.2% | $4,000+31.0% | $4,296+22.0% |
| Admin fee / account holder | $4,830 | $3,681+31.2% | $3,998+20.8% | $6,918-30.2% |