Filed July 19, 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 5-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 | $34,873 | $82,664-57.8% | $125,339-72.2% | $68,494-49.1% |
| Participation rate | 57.4% | 75.0%-17.7pp | 82.4%-25.0pp | 67.9%-10.5pp |
| Annual return | -19.40% | -5.97%-13.4pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $5,420 | $3,381+60.3% | $4,814+12.6% | $2,596+108.8% |
| Participant deferral / active EE | $6,207 | $6,110+1.6% | $7,446-16.6% | $4,027+54.1% |
| Admin fee / account holder | $1,078 | $6,275-82.8% | $10,010-89.2% | $5,403-80.0% |