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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,654 | $72,012+271.7% | $185,823+44.0% | $79,858+235.2% |
| Participation rate | 46.7% | 65.8%-19.1pp | 78.0%-31.4pp | 69.6%-23.0pp |
| Annual return | 22.09% | 23.12%-1.0pp | 35.95%-13.9pp | 31.71%-9.6pp |
| Employer contribution / active EE | $700 | $1,965-64.4% | $4,087-82.9% | $2,471-71.7% |
| Participant deferral / active EE | $5,659 | $3,779+49.8% | $5,632+0.5% | $3,740+51.3% |
| Admin fee / account holder | $9,294 | $4,513+106.0% | $9,500-2.2% | $5,306+75.1% |