Filed November 7, 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.
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 | $31,509 | $60,349-47.8% | $74,183-57.5% | $62,891-49.9% |
| Participation rate | 56.8% | 72.7%-16.0pp | 76.6%-19.9pp | 69.3%-12.5pp |
| Annual return | 8.24% | 21.37%-13.1pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $784 | $1,680-53.3% | $2,370-66.9% | $2,281-65.6% |
| Participant deferral / active EE | $2,445 | $2,856-14.4% | $3,550-31.1% | $3,203-23.7% |
| Admin fee / account holder | $451 | $4,261-89.4% | $5,586-91.9% | $4,296-89.5% |