Filed February 8, 2013
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 | $51,771 | $94,529-45.2% | $140,016-63.0% | $64,186-19.3% |
| Participation rate | 68.6% | 84.1%-15.5pp | 87.5%-18.9pp | 69.6%-1.0pp |
| Annual return | -6.82% | 7.77%-14.6pp | 651.12%-657.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,915 | $3,812-49.8% | $5,606-65.8% | $2,381-19.6% |
| Participant deferral / active EE | $2,690 | $5,250-48.8% | $6,927-61.2% | $3,470-22.5% |
| Admin fee / account holder | $2,205 | $6,741-67.3% | $10,705-79.4% | $4,888-54.9% |