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 | $135,475 | $56,484+139.8% | $169,463-20.1% | $64,186+111.1% |
| Participation rate | 60.0% | 64.5%-4.5pp | 77.8%-17.8pp | 69.6%-9.6pp |
| Annual return | -6.26% | -1.55%-4.7pp | 1.83%-8.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $820 | $1,832-55.2% | $4,159-80.3% | $2,381-65.5% |
| Participant deferral / active EE | $4,088 | $3,448+18.6% | $5,277-22.5% | $3,470+17.8% |
| Admin fee / account holder | $16,107 | $4,174+285.9% | $9,109+76.8% | $4,888+229.5% |