Filed December 1, 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 | $68,440 | $153,772-55.5% | $133,980-48.9% | $273,961-75.0% |
| Participation rate | 68.4% | 88.4%-19.9pp | 87.1%-18.6pp | 83.0%-14.6pp |
| Annual return | 7.07% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,292 | $6,029-78.6% | $5,211-75.2% | $4,869-73.5% |
| Participant deferral / active EE | $4,492 | $6,958-35.4% | $6,282-28.5% | $5,287-15.0% |
| Admin fee / account holder | $3,560 | $11,765-69.7% | $9,324-61.8% | $10,132-64.9% |