Filed November 5, 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 | $74,397 | $53,127+40.0% | $86,590-14.1% | $70,131+6.1% |
| Participation rate | 32.6% | 65.3%-32.7pp | 73.5%-41.0pp | 69.5%-37.0pp |
| Annual return | 17.19% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $4,216 | $2,068+103.9% | $2,839+48.5% | $2,342+80.0% |
| Participant deferral / active EE | $7,979 | $2,696+196.0% | $3,609+121.1% | $3,332+139.5% |
| Admin fee / account holder | $16,718 | $3,585+366.3% | $4,906+240.8% | $4,645+259.9% |