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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,171 | $73,004+33.1% | $90,749+7.1% | $68,494+41.9% |
| Participation rate | 65.2% | 70.8%-5.6pp | 75.7%-10.5pp | 67.9%-2.7pp |
| Annual return | -21.18% | -13.81%-7.4pp | -12.16%-9.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,651 | $3,627+55.8% | $4,564+23.8% | $4,027+40.3% |
| Admin fee / account holder | $1,020 | $5,896-82.7% | $8,445-87.9% | $5,403-81.1% |