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 | $120,999 | $76,367+58.4% | $93,606+29.3% | $72,985+65.8% |
| Participation rate | 67.6% | 71.7%-4.2pp | 75.8%-8.3pp | 69.5%-1.9pp |
| Annual return | 21.65% | 25.82%-4.2pp | 32.76%-11.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,568 | $3,538+57.4% | $4,069+36.9% | $3,607+54.4% |
| Admin fee / account holder | $2,315 | $6,838-66.1% | $7,888-70.7% | $5,124-54.8% |