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 | $116,887 | $79,944+46.2% | $98,439+18.7% | $75,163+55.5% |
| Participation rate | 59.2% | 70.4%-11.2pp | 75.2%-16.0pp | 67.2%-8.0pp |
| Annual return | 19.91% | 19.75%+0.2pp | 21.16%-1.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,375 | $3,752+69.9% | $4,738+34.6% | $4,125+54.5% |
| Admin fee / account holder | $5,001 | $6,840-26.9% | $8,948-44.1% | $5,651-11.5% |