Filed May 15, 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 | $51,423 | $51,576-0.3% | $129,207-60.2% | $80,856-36.4% |
| Participation rate | 10.5% | 57.0%-46.5pp | 69.6%-59.1pp | 67.6%-57.1pp |
| Annual return | 12.25% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $22 | $1,584-98.6% | $4,153-99.5% | $2,755-99.2% |
| Participant deferral / active EE | $784 | $2,669-70.6% | $4,168-81.2% | $4,296-81.8% |
| Admin fee / account holder | $4,526 | $4,305+5.1% | $7,715-41.3% | $6,918-34.6% |