Filed July 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,391 | $42,894-12.8% | $60,874-38.6% | $68,494-45.4% |
| Participation rate | 56.4% | 66.8%-10.4pp | 73.1%-16.7pp | 67.9%-11.5pp |
| Annual return | -18.94% | -13.98%-5.0pp | 16.90%-35.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,691 | $1,978-14.5% | $2,701-37.4% | $2,596-34.9% |
| Participant deferral / active EE | $5,375 | $2,867+87.5% | $3,817+40.8% | $4,027+33.5% |
| Admin fee / account holder | $545 | $3,101-82.4% | $3,224-83.1% | $5,403-89.9% |