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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,026 | $52,279+32.0% | $89,391-22.8% | $79,858-13.6% |
| Participation rate | 26.2% | 57.5%-31.3pp | 68.0%-41.7pp | 69.6%-43.4pp |
| Annual return | 3.43% | 22.16%-18.7pp | 245.62%-242.2pp | 31.71%-28.3pp |
| Employer contribution / active EE | $353 | $1,572-77.6% | $2,586-86.4% | $2,471-85.7% |
| Participant deferral / active EE | $589 | $2,740-78.5% | $3,890-84.9% | $3,740-84.3% |
| Admin fee / account holder | $3,587 | $3,356+6.9% | $4,881-26.5% | $5,306-32.4% |