Filed February 13, 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 5-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 | $64,978 | $39,122+66.1% | $57,179+13.6% | $62,891+3.3% |
| Participation rate | 44.1% | 70.5%-26.4pp | 75.3%-31.2pp | 69.3%-25.2pp |
| Annual return | 18.51% | 9.23%+9.3pp | 14.59%+3.9pp | 20.14%-1.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,462 | $2,374+45.8% | $3,096+11.8% | $3,203+8.1% |
| Admin fee / account holder | $2,425 | $2,592-6.5% | $3,139-22.8% | $4,296-43.6% |