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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,797 | $77,899-28.4% | $149,673-62.7% | $75,163-25.8% |
| Participation rate | 35.1% | 65.6%-30.5pp | 78.8%-43.7pp | 67.2%-32.1pp |
| Annual return | 2.08% | 31.72%-29.6pp | 134.42%-132.3pp | 160.62%-158.5pp |
| Employer contribution / active EE | $1,297 | $3,137-58.7% | $4,818-73.1% | $2,670-51.4% |
| Participant deferral / active EE | $3,546 | $3,411+4.0% | $5,680-37.6% | $4,125-14.0% |
| Admin fee / account holder | $11,908 | $5,956+99.9% | $13,210-9.9% | $5,651+110.7% |