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 | $98,151 | $53,777+82.5% | $134,143-26.8% | $79,858+22.9% |
| Participation rate | 33.3% | 58.8%-25.4pp | 72.2%-38.8pp | 69.6%-36.3pp |
| Annual return | 11.28% | 19.01%-7.7pp | 36.33%-25.0pp | 31.71%-20.4pp |
| Employer contribution / active EE | $742 | $1,321-43.8% | $3,704-80.0% | $2,471-70.0% |
| Participant deferral / active EE | $2,095 | $2,420-13.5% | $3,499-40.1% | $3,740-44.0% |
| Admin fee / account holder | $5,169 | $3,984+29.8% | $6,684-22.7% | $5,306-2.6% |