Filed May 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $57,812 | $80,705-28.4% | $115,768-50.1% | $67,986-15.0% |
| Participation rate | 51.3% | 63.0%-11.6pp | 74.4%-23.1pp | 57.2%-5.9pp |
| Annual return | 14.76% | 18.49%-3.7pp | 100.46%-85.7pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,460 | $2,046-28.6% | $2,940-50.3% | $2,019-27.7% |
| Participant deferral / active EE | $2,322 | $3,559-34.8% | $4,917-52.8% | $3,358-30.9% |
| Admin fee / account holder | $1,978 | $4,135-52.2% | $12,439-84.1% | $3,203-38.3% |