Filed November 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.
Participant 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 | $43,922 | $149,333-70.6% | $106,387-58.7% | $135,375-67.6% |
| Participation rate | 66.7% | 81.5%-14.8pp | 77.5%-10.8pp | 82.6%-16.0pp |
| Annual return | -2.82% | 0.52%-3.3pp | 0.25%-3.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $696 | $4,984-86.0% | $3,520-80.2% | $4,779-85.4% |
| Participant deferral / active EE | $1,022 | $7,230-85.9% | $5,421-81.2% | $5,609-81.8% |
| Admin fee / account holder | $2,471 | $15,952-84.5% | $7,510-67.1% | $10,827-77.2% |