Filed November 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 9-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.
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 | $15,546 | $107,791-85.6% | $90,645-82.8% | $135,375-88.5% |
| Participation rate | 30.0% | 78.0%-48.0pp | 74.0%-44.0pp | 82.6%-52.6pp |
| Annual return | -8.55% | -0.90%-7.7pp | 1.88%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $599 | $3,018-80.2% | $2,532-76.4% | $4,779-87.5% |
| Participant deferral / active EE | $1,167 | $3,872-69.9% | $3,425-65.9% | $5,609-79.2% |
| Admin fee / account holder | $2,331 | $5,930-60.7% | $4,994-53.3% | $10,827-78.5% |