Filed May 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,874 | $46,869+83.2% | $122,332-29.8% | $70,131+22.4% |
| Participation rate | 31.4% | 58.2%-26.8pp | 71.6%-40.2pp | 69.5%-38.1pp |
| Annual return | 12.47% | 24.22%-11.8pp | 30.27%-17.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $652 | $1,288-49.4% | $4,050-83.9% | $2,342-72.2% |
| Participant deferral / active EE | $1,850 | $2,166-14.6% | $3,287-43.7% | $3,332-44.5% |
| Admin fee / account holder | $1,450 | $3,322-56.4% | $5,478-73.5% | $4,645-68.8% |