Filed November 3, 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 | $37,355 | $189,613-80.3% | $167,512-77.7% | $142,382-73.8% |
| Participation rate | 53.3% | 80.1%-26.8pp | 77.1%-23.7pp | 80.1%-26.8pp |
| Annual return | 20.56% | 2024.68%-2004.1pp | 1615.79%-1595.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,669 | $4,349-61.6% | $3,882-57.0% | $4,299-61.2% |
| Participant deferral / active EE | $4,094 | $6,981-41.4% | $6,405-36.1% | $6,507-37.1% |
| Admin fee / account holder | $540 | $10,528-94.9% | $9,769-94.5% | $12,624-95.7% |