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 9-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 | $55,045 | $73,867-25.5% | $143,757-61.7% | $68,494-19.6% |
| Participation rate | 35.2% | 66.7%-31.4pp | 80.3%-45.1pp | 67.9%-32.7pp |
| Annual return | -17.57% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $972 | $3,184-69.5% | $4,951-80.4% | $2,596-62.6% |
| Participant deferral / active EE | $2,579 | $3,384-23.8% | $5,637-54.2% | $4,027-35.9% |
| Admin fee / account holder | $1,263 | $5,755-78.0% | $14,673-91.4% | $5,403-76.6% |