Filed November 3, 2013 (most recent of 2 filings on file)
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,978 | $58,208+4.8% | $81,812-25.5% | $80,856-24.6% |
| Participation rate | 66.0% | 63.4%+2.6pp | 72.3%-6.3pp | 67.6%-1.6pp |
| Annual return | 10.59% | 41.66%-31.1pp | 773.79%-763.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,468 | $2,340+5.5% | $2,912-15.2% | $2,755-10.4% |
| Participant deferral / active EE | $2,919 | $3,281-11.0% | $4,319-32.4% | $4,296-32.1% |
| Admin fee / account holder | $9,187 | $4,981+84.4% | $7,386+24.4% | $6,918+32.8% |