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 | $31,095 | $57,281-45.7% | $86,612-64.1% | $75,163-58.6% |
| Participation rate | 30.3% | 63.2%-32.9pp | 71.7%-41.4pp | 67.2%-36.9pp |
| Annual return | 18.11% | 2670.75%-2652.6pp | 591.07%-573.0pp | 160.62%-142.5pp |
| Employer contribution / active EE | $439 | $2,314-81.0% | $3,022-85.5% | $2,670-83.5% |
| Participant deferral / active EE | $1,262 | $3,318-61.9% | $4,438-71.6% | $4,125-69.4% |
| Admin fee / account holder | $589 | $4,112-85.7% | $5,614-89.5% | $5,651-89.6% |