Filed October 9, 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 | $79,083 | $45,035+75.6% | $62,995+25.5% | $70,131+12.8% |
| Participation rate | 32.7% | 69.5%-36.8pp | 74.8%-42.1pp | 69.5%-36.8pp |
| Annual return | 14.54% | 18.76%-4.2pp | 87.57%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,104 | $2,465+25.9% | $3,329-6.8% | $3,332-6.8% |
| Admin fee / account holder | $11,644 | $2,834+310.8% | $3,600+223.4% | $4,645+150.7% |