Filed August 9, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,290 | $54,705-48.3% | $71,209-60.3% | $84,808-66.6% |
| Participation rate | 52.7% | 64.1%-11.3pp | 73.8%-21.0pp | 68.3%-15.6pp |
| Annual return | 9.67% | 35.90%-26.2pp | 282.51%-272.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $453 | $2,158-79.0% | $2,721-83.3% | $2,631-82.8% |
| Participant deferral / active EE | $1,571 | $3,030-48.2% | $4,175-62.4% | $4,212-62.7% |
| Admin fee / account holder | $10,320 | $4,863+112.2% | $5,349+92.9% | $7,344+40.5% |