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 | $72,724 | $43,327+67.9% | $59,878+21.5% | $64,186+13.3% |
| Participation rate | 32.7% | 69.2%-36.5pp | 74.7%-42.0pp | 69.6%-36.9pp |
| Annual return | -5.32% | -1.55%-3.8pp | 3.46%-8.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,605 | $2,546+2.3% | $3,402-23.4% | $3,470-24.9% |
| Admin fee / account holder | $1,581 | $3,005-47.4% | $3,590-56.0% | $4,888-67.7% |