Filed November 20, 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 | $14,324 | $46,360-69.1% | $147,614-90.3% | $52,331-72.6% |
| Participation rate | 53.4% | 64.9%-11.5pp | 84.6%-31.2pp | 68.1%-14.7pp |
| Annual return | 2.35% | 1.62%+0.7pp | 61.98%-59.6pp | 4.54%-2.2pp |
| Employer contribution / active EE | $1,142 | $2,126-46.3% | $5,564-79.5% | $1,882-39.3% |
| Participant deferral / active EE | $3,533 | $2,258+56.5% | $4,895-27.8% | $3,022+16.9% |
| Admin fee / account holder | $549 | $766-28.3% | $11,611-95.3% | $592-7.2% |