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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,322 | $93,571-48.4% | $135,903-64.4% | $75,163-35.7% |
| Participation rate | 52.5% | 75.2%-22.7pp | 81.9%-29.4pp | 67.2%-14.7pp |
| Annual return | 21.85% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $5,928 | $3,537+67.6% | $4,856+22.1% | $2,670+122.0% |
| Participant deferral / active EE | $6,842 | $6,404+6.8% | $7,758-11.8% | $4,125+65.9% |
| Admin fee / account holder | $13,587 | $6,975+94.8% | $10,762+26.2% | $5,651+140.4% |