Filed January 12, 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 | $114,005 | $73,933+54.2% | $96,683+17.9% | $75,163+51.7% |
| Participation rate | 66.0% | 66.4%-0.4pp | 74.3%-8.3pp | 67.2%-1.2pp |
| Annual return | 19.27% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,579 | $2,928+22.3% | $3,737-4.2% | $2,670+34.1% |
| Participant deferral / active EE | $7,494 | $3,659+104.8% | $4,878+53.6% | $4,125+81.7% |
| Admin fee / account holder | $6,472 | $5,216+24.1% | $6,730-3.8% | $5,651+14.5% |