Filed February 21, 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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,598 | $54,380-82.4% | $68,509-86.0% | $59,632-83.9% |
| Participation rate | 57.5% | 70.2%-12.7pp | 74.7%-17.2pp | 68.7%-11.1pp |
| Annual return | -0.95% | 2.83%-3.8pp | 8.27%-9.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $188 | $1,539-87.8% | $2,278-91.8% | $2,203-91.5% |
| Participant deferral / active EE | $1,532 | $2,643-42.0% | $3,382-54.7% | $3,192-52.0% |
| Admin fee / account holder | $12,204 | $3,885+214.1% | $5,275+131.4% | $4,297+184.0% |