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.
Participant 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 | $39,107 | $54,762-28.6% | $90,281-56.7% | $72,985-46.4% |
| Participation rate | 18.1% | 65.1%-47.1pp | 73.3%-55.2pp | 69.5%-51.4pp |
| Annual return | 21.27% | 30.63%-9.4pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $450 | $2,092-78.5% | $2,854-84.2% | $2,440-81.5% |
| Participant deferral / active EE | $787 | $2,887-72.7% | $3,885-79.7% | $3,607-78.2% |
| Admin fee / account holder | $311 | $3,972-92.2% | $5,351-94.2% | $5,124-93.9% |