Filed January 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 7-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 | $64,876 | $48,046+35.0% | $84,611-23.3% | $72,985-11.1% |
| Participation rate | 43.1% | 57.6%-14.4pp | 68.2%-25.1pp | 69.5%-26.3pp |
| Annual return | 19.18% | 37.38%-18.2pp | 258.74%-239.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $634 | $1,602-60.4% | $2,652-76.1% | $2,440-74.0% |
| Participant deferral / active EE | $1,024 | $2,680-61.8% | $3,899-73.7% | $3,607-71.6% |
| Admin fee / account holder | $494 | $3,395-85.4% | $4,912-89.9% | $5,124-90.4% |