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 | $51,638-45.2% | $68,368-58.6% | $82,448-65.7% |
| Participation rate | 52.7% | 63.6%-10.9pp | 73.8%-21.0pp | 68.1%-15.3pp |
| Annual return | 9.67% | 37.53%-27.9pp | 292.57%-282.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $453 | $2,047-77.9% | $2,649-82.9% | $2,551-82.2% |
| Participant deferral / active EE | $1,571 | $2,914-46.1% | $4,123-61.9% | $4,139-62.1% |
| Admin fee / account holder | $10,320 | $4,643+122.3% | $5,150+100.4% | $7,234+42.7% |