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 | $297,016 | $78,672+277.5% | $109,143+172.1% | $85,850+246.0% |
| Participation rate | 69.6% | 68.3%+1.3pp | 75.9%-6.3pp | 69.3%+0.3pp |
| Annual return | 14.24% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $1,926 | $2,735-29.6% | $3,722-48.2% | $2,565-24.9% |
| Participant deferral / active EE | $4,420 | $3,467+27.5% | $4,653-5.0% | $3,952+11.8% |
| Admin fee / account holder | $89,244 | $5,469+1531.7% | $6,752+1221.7% | $6,260+1325.6% |