Filed July 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,164 | $52,903-56.2% | $73,307-68.4% | $59,632-61.2% |
| Participation rate | 47.6% | 68.2%-20.6pp | 74.9%-27.3pp | 68.7%-21.1pp |
| Annual return | 40.11% | 12.20%+27.9pp | 5.67%+34.4pp | 2041.28%-2001.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,438 | $4,069+33.6% | $4,991+9.0% | $3,192+70.4% |
| Admin fee / account holder | $1,190 | $3,834-69.0% | $5,637-78.9% | $4,297-72.3% |