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 | $197,531 | $129,942+52.0% | $104,294+89.4% | $134,475+46.9% |
| Participation rate | 61.1% | 79.5%-18.4pp | 73.3%-12.1pp | 81.2%-20.1pp |
| Annual return | -16.75% | 42.03%-58.8pp | 24.61%-41.4pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,581 | $4,184-62.2% | $3,372-53.1% | $4,740-66.6% |
| Participant deferral / active EE | $779 | $5,588-86.1% | $4,625-83.1% | $6,400-87.8% |
| Admin fee / account holder | $6,155 | $9,323-34.0% | $7,339-16.1% | $11,426-46.1% |