Filed March 28, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $77,329 | $59,402+30.2% | $93,654-17.4% | $74,546+3.7% |
| Participation rate | 28.0% | 59.7%-31.7pp | 68.7%-40.8pp | 67.2%-39.2pp |
| Annual return | 14.33% | 81.86%-67.5pp | 133.34%-119.0pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $367 | $1,265-71.0% | $2,421-84.8% | $2,624-86.0% |
| Participant deferral / active EE | $1,942 | $3,049-36.3% | $4,413-56.0% | $4,347-55.3% |
| Admin fee / account holder | $7,154 | $3,023+136.7% | $8,282-13.6% | $1,944+268.1% |