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 | $29,830 | $58,208-48.8% | $81,812-63.5% | $80,856-63.1% |
| Participation rate | 31.0% | 63.4%-32.5pp | 72.3%-41.4pp | 67.6%-36.7pp |
| Annual return | 14.12% | 41.66%-27.5pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,331 | $2,340-43.1% | $2,912-54.3% | $2,755-51.7% |
| Participant deferral / active EE | $1,438 | $3,281-56.2% | $4,319-66.7% | $4,296-66.5% |
| Admin fee / account holder | $2,029 | $4,981-59.3% | $7,386-72.5% | $6,918-70.7% |