Filed December 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $119,482 | $48,230+147.7% | $67,502+77.0% | $80,856+47.8% |
| Participation rate | 48.3% | 66.4%-18.0pp | 72.9%-24.5pp | 67.6%-19.3pp |
| Annual return | 14.66% | 18.28%-3.6pp | 3512.12%-3497.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $54 | $2,020-97.3% | $2,731-98.0% | $2,755-98.0% |
| Participant deferral / active EE | $1,368 | $2,924-53.2% | $4,000-65.8% | $4,296-68.1% |
| Admin fee / account holder | $17,128 | $3,681+365.3% | $3,998+328.5% | $6,918+147.6% |