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 | $146,093 | $56,054+160.6% | $171,082-14.6% | $62,891+132.3% |
| Participation rate | 59.4% | 62.9%-3.5pp | 76.7%-17.3pp | 69.3%-9.9pp |
| Annual return | 7.26% | 22.52%-15.3pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $920 | $1,731-46.9% | $4,002-77.0% | $2,281-59.7% |
| Participant deferral / active EE | $3,921 | $3,158+24.1% | $4,797-18.3% | $3,203+22.4% |
| Admin fee / account holder | $2,997 | $3,647-17.8% | $8,520-64.8% | $4,296-30.2% |