Filed April 4, 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.
Participant 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 | $220,853 | $142,405+55.1% | $115,157+91.8% | $152,861+44.5% |
| Participation rate | 68.4% | 82.4%-13.9pp | 75.9%-7.5pp | 82.4%-14.0pp |
| Annual return | 30.80% | 41.48%-10.7pp | 35.60%-4.8pp | 345.32%-314.5pp |
| Employer contribution / active EE | $2,921 | $4,010-27.2% | $3,179-8.1% | $4,762-38.7% |
| Participant deferral / active EE | $970 | $5,164-81.2% | $4,168-76.7% | $5,850-83.4% |
| Admin fee / account holder | $70,370 | $8,462+731.6% | $7,088+892.8% | $11,596+506.8% |