Filed April 28, 2013 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,338 | $61,660+36.8% | $80,019+5.4% | $64,186+31.4% |
| Participation rate | 55.9% | 71.7%-15.8pp | 75.8%-19.9pp | 69.6%-13.6pp |
| Annual return | -4.34% | -0.33%-4.0pp | 11.22%-15.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,006 | $2,968+35.0% | $3,686+8.7% | $3,470+15.5% |
| Admin fee / account holder | $8,742 | $5,417+61.4% | $6,521+34.1% | $4,888+78.8% |