Filed May 15, 2013
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 9-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,825 | $56,897+388.3% | $84,750+227.8% | $62,891+341.8% |
| Participation rate | 56.8% | 68.5%-11.7pp | 76.6%-19.8pp | 69.3%-12.5pp |
| Annual return | 6.29% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,738 | $2,400-27.6% | $3,574-51.4% | $2,281-23.8% |
| Participant deferral / active EE | $4,734 | $2,709+74.7% | $3,712+27.5% | $3,203+47.8% |
| Admin fee / account holder | $27,570 | $3,581+669.9% | $5,332+417.0% | $4,296+541.8% |