Filed January 25, 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 | $61,799 | $95,803-35.5% | $113,168-45.4% | $84,808-27.1% |
| Participation rate | 54.3% | 72.9%-18.5pp | 76.6%-22.2pp | 68.3%-14.0pp |
| Annual return | 16.12% | 25.00%-8.9pp | 24.27%-8.1pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,893 | $2,360-19.8% | $2,975-36.4% | $2,631-28.1% |
| Participant deferral / active EE | $4,614 | $4,242+8.8% | $5,107-9.6% | $4,212+9.6% |
| Admin fee / account holder | $5,827 | $8,989-35.2% | $12,068-51.7% | $7,344-20.7% |