Filed May 15, 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 | $24,808 | $45,152-45.1% | $73,843-66.4% | $59,632-58.4% |
| Participation rate | 54.5% | 64.0%-9.5pp | 73.4%-18.9pp | 68.7%-14.1pp |
| Annual return | -1.07% | 27.40%-28.5pp | 2267.84%-2268.9pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $303 | $1,902-84.0% | $2,787-89.1% | $2,203-86.2% |
| Participant deferral / active EE | $2,537 | $2,574-1.4% | $3,583-29.2% | $3,192-20.5% |
| Admin fee / account holder | $748 | $3,516-78.7% | $4,880-84.7% | $4,297-82.6% |