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 | $74,769 | $45,035+66.0% | $62,995+18.7% | $70,131+6.6% |
| Participation rate | 40.6% | 69.5%-28.9pp | 74.8%-34.2pp | 69.5%-29.0pp |
| Annual return | 14.81% | 18.76%-3.9pp | 87.57%-72.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,075 | $2,465+24.8% | $3,329-7.6% | $3,332-7.7% |
| Admin fee / account holder | $1,144 | $2,834-59.6% | $3,600-68.2% | $4,645-75.4% |