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.
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 | $21,270 | $49,177-56.7% | $79,464-73.2% | $64,186-66.9% |
| Participation rate | 1.3% | 65.0%-63.7pp | 73.3%-72.0pp | 69.6%-68.3pp |
| Annual return | -4.17% | -1.16%-3.0pp | 718.14%-722.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $470 | $2,076-77.4% | $2,800-83.2% | $2,381-80.3% |
| Participant deferral / active EE | $1,146 | $2,821-59.4% | $3,704-69.1% | $3,470-67.0% |
| Admin fee / account holder | $725 | $3,839-81.1% | $5,113-85.8% | $4,888-85.2% |