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 | $129,475 | $81,208+59.4% | $98,907+30.9% | $79,858+62.1% |
| Participation rate | 64.3% | 72.5%-8.2pp | 76.0%-11.7pp | 69.6%-5.3pp |
| Annual return | 16.42% | 60.99%-44.6pp | 196.43%-180.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,543 | $3,265+39.1% | $4,244+7.0% | $3,740+21.5% |
| Admin fee / account holder | $13,100 | $6,013+117.9% | $6,642+97.2% | $5,306+146.9% |