Filed August 29, 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 | $30,566 | $42,886-28.7% | $88,946-65.6% | $85,563-64.3% |
| Participation rate | 16.5% | 37.9%-21.4pp | 68.8%-52.4pp | 66.0%-49.5pp |
| Annual return | 15.50% | 44.56%-29.1pp | 57.82%-42.3pp | 31.51%-16.0pp |
| Employer contribution / active EE | $118 | $1,147-89.7% | $2,555-95.4% | $2,654-95.5% |
| Participant deferral / active EE | $337 | $2,108-84.0% | $4,581-92.7% | $4,375-92.3% |
| Admin fee / account holder | $2,801 | $2,263+23.8% | $8,261-66.1% | $834+235.8% |