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 | $87,612 | $42,894+104.3% | $60,874+43.9% | $68,494+27.9% |
| Participation rate | 33.3% | 66.8%-33.5pp | 73.1%-39.8pp | 67.9%-34.6pp |
| Annual return | -15.07% | -13.98%-1.1pp | 16.90%-32.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,303 | $2,867+15.2% | $3,817-13.5% | $4,027-18.0% |
| Admin fee / account holder | $2,901 | $3,101-6.4% | $3,224-10.0% | $5,403-46.3% |