Filed December 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,864 | $53,127-49.4% | $86,590-69.0% | $70,131-61.7% |
| Participation rate | 12.5% | 65.3%-52.8pp | 73.5%-61.0pp | 69.5%-57.0pp |
| Annual return | 17.63% | 27.66%-10.0pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $113 | $2,068-94.5% | $2,839-96.0% | $2,342-95.2% |
| Participant deferral / active EE | $870 | $2,696-67.7% | $3,609-75.9% | $3,332-73.9% |
| Admin fee / account holder | $1,825 | $3,585-49.1% | $4,906-62.8% | $4,645-60.7% |