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 | $52,560 | $81,248-35.3% | $155,509-66.2% | $80,856-35.0% |
| Participation rate | 41.1% | 66.2%-25.2pp | 78.2%-37.1pp | 67.6%-26.6pp |
| Annual return | 32.93% | 33.31%-0.4pp | 64.67%-31.7pp | 35.59%-2.7pp |
| Employer contribution / active EE | $1,104 | $3,100-64.4% | $4,672-76.4% | $2,755-59.9% |
| Participant deferral / active EE | $3,198 | $3,452-7.3% | $5,626-43.2% | $4,296-25.5% |
| Admin fee / account holder | $6,878 | $7,997-14.0% | $15,912-56.8% | $6,918-0.6% |