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.
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 | $57,812 | $84,556-31.6% | $116,228-50.3% | $74,304-22.2% |
| Participation rate | 51.3% | 66.0%-14.7pp | 74.6%-23.2pp | 60.3%-9.0pp |
| Annual return | 14.76% | 18.35%-3.6pp | 90.06%-75.3pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,460 | $2,168-32.6% | $2,994-51.2% | $2,241-34.8% |
| Participant deferral / active EE | $2,322 | $3,814-39.1% | $4,953-53.1% | $3,767-38.4% |
| Admin fee / account holder | $1,978 | $3,792-47.8% | $11,989-83.5% | $2,969-33.4% |