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 | $142,481 | $62,672+127.3% | $185,117-23.0% | $70,131+103.2% |
| Participation rate | 55.6% | 63.8%-8.2pp | 77.3%-21.7pp | 69.5%-14.0pp |
| Annual return | 16.10% | 40.79%-24.7pp | 40.50%-24.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $632 | $1,753-64.0% | $4,182-84.9% | $2,342-73.0% |
| Participant deferral / active EE | $3,746 | $3,272+14.5% | $5,045-25.7% | $3,332+12.4% |
| Admin fee / account holder | $13,317 | $3,932+238.7% | $8,159+63.2% | $4,645+186.7% |