Filed January 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,914 | $47,944-33.4% | $67,834-53.0% | $62,891-49.3% |
| Participation rate | 47.5% | 61.1%-13.6pp | 68.8%-21.3pp | 69.3%-21.8pp |
| Annual return | 4.23% | 11.77%-7.5pp | 138.47%-134.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $696 | $1,562-55.5% | $2,403-71.1% | $2,281-69.5% |
| Participant deferral / active EE | $1,319 | $2,247-41.3% | $3,160-58.3% | $3,203-58.8% |
| Admin fee / account holder | $11,669 | $3,712+214.4% | $4,622+152.5% | $4,296+171.7% |