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 | $48,277+147.5% | $67,511+77.0% | $80,874+47.7% |
| Participation rate | 48.3% | 66.4%-18.1pp | 72.9%-24.6pp | 67.6%-19.3pp |
| Annual return | 14.66% | 18.27%-3.6pp | 3517.41%-3502.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $54 | $2,021-97.3% | $2,733-98.0% | $2,756-98.0% |
| Participant deferral / active EE | $1,368 | $2,926-53.2% | $4,000-65.8% | $4,297-68.2% |
| Admin fee / account holder | $17,128 | $3,687+364.5% | $3,999+328.3% | $6,935+147.0% |