Filed May 15, 2013 (most recent of 5 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,585 | $147,727-53.6% | $115,756-40.8% | $134,475-49.0% |
| Participation rate | 63.6% | 80.4%-16.8pp | 77.1%-13.4pp | 81.2%-17.6pp |
| Annual return | -14.28% | 73.96%-88.2pp | 143.14%-157.4pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,289 | $4,713-72.6% | $3,793-66.0% | $4,740-72.8% |
| Participant deferral / active EE | $1,786 | $7,563-76.4% | $6,254-71.4% | $6,400-72.1% |
| Admin fee / account holder | $9,034 | $14,571-38.0% | $8,124+11.2% | $11,426-20.9% |