Filed November 15, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,221 | $47,848-7.6% | $81,478-45.7% | $70,131-36.9% |
| Participation rate | 68.3% | 58.3%+10.0pp | 68.0%+0.3pp | 69.5%-1.3pp |
| Annual return | 0.33% | 27.25%-26.9pp | 38.78%-38.5pp | 73.14%-72.8pp |
| Employer contribution / active EE | $455 | $1,527-70.2% | $2,568-82.3% | $2,342-80.6% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $434 | $3,145-86.2% | $4,561-90.5% | $4,645-90.6% |