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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,248 | $56,897+28.7% | $84,750-13.6% | $62,891+16.5% |
| Participation rate | 67.6% | 68.5%-0.9pp | 76.6%-8.9pp | 69.3%-1.7pp |
| Annual return | -2.75% | 6.30%-9.1pp | 22.78%-25.5pp | 20.14%-22.9pp |
| Employer contribution / active EE | $527 | $2,400-78.0% | $3,574-85.2% | $2,281-76.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,115 | $3,581-40.9% | $5,332-60.3% | $4,296-50.8% |