Filed January 24, 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 9-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 | $130,164 | $72,404+79.8% | $110,238+18.1% | $64,186+102.8% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | 11.41% | -6.29%+17.7pp | 314.74%-303.3pp | 7.63%+3.8pp |
| Employer contribution / active EE | $2,349 | $2,282+3.0% | $3,826-38.6% | $2,381-1.3% |
| Participant deferral / active EE | $4,363 | $3,469+25.8% | $4,672-6.6% | $3,470+25.7% |
| Admin fee / account holder | $4,360 | $5,664-23.0% | $8,547-49.0% | $4,888-10.8% |