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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,823 | $43,723+110.0% | $121,196-24.2% | $64,186+43.1% |
| Participation rate | 29.5% | 58.3%-28.8pp | 71.7%-42.3pp | 69.6%-40.1pp |
| Annual return | -2.98% | 68.91%-71.9pp | 16.93%-19.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,163 | $1,296-10.3% | $4,022-71.1% | $2,381-51.1% |
| Participant deferral / active EE | $2,181 | $2,280-4.3% | $3,344-34.8% | $3,470-37.1% |
| Admin fee / account holder | $2,650 | $3,501-24.3% | $5,019-47.2% | $4,888-45.8% |