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 | $129,188 | $94,625+36.5% | $116,228+11.2% | $84,808+52.3% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.6%-17.4pp | 68.3%-11.2pp |
| Annual return | 15.82% | 20.40%-4.6pp | 90.06%-74.2pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,823 | $3,972+46.6% | $4,953+17.6% | $4,212+38.3% |
| Admin fee / account holder | $8,851 | $10,091-12.3% | $11,989-26.2% | $7,344+20.5% |