Filed June 26, 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 5-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 | $61,522 | $89,753-31.5% | $107,525-42.8% | $84,808-27.5% |
| Participation rate | 56.8% | 68.1%-11.3pp | 75.1%-18.3pp | 68.3%-11.6pp |
| Annual return | 14.54% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $324 | $3,113-89.6% | $3,754-91.4% | $2,631-87.7% |
| Participant deferral / active EE | $3,555 | $4,056-12.3% | $5,116-30.5% | $4,212-15.6% |
| Admin fee / account holder | $4,924 | $7,222-31.8% | $8,919-44.8% | $7,344-33.0% |