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 | $36,160 | $54,350-33.5% | $82,719-56.3% | $68,494-47.2% |
| Participation rate | 60.4% | 63.9%-3.5pp | 72.6%-12.2pp | 67.9%-7.5pp |
| Annual return | -9.01% | -13.67%+4.7pp | 701.18%-710.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $316 | $2,218-85.7% | $3,009-89.5% | $2,596-87.8% |
| Participant deferral / active EE | $2,459 | $3,246-24.2% | $4,395-44.0% | $4,027-38.9% |
| Admin fee / account holder | $923 | $4,395-79.0% | $5,329-82.7% | $5,403-82.9% |