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 | $86,773 | $154,365-43.8% | $130,231-33.4% | $139,434-37.8% |
| Participation rate | 54.5% | 79.9%-25.4pp | 76.3%-21.7pp | 80.3%-25.8pp |
| Annual return | 13.26% | 30.34%-17.1pp | 38.77%-25.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,210 | $5,170-76.6% | $4,126-70.7% | $4,751-74.5% |
| Participant deferral / active EE | $1,664 | $8,498-80.4% | $6,799-75.5% | $6,710-75.2% |
| Admin fee / account holder | $2,422 | $9,214-73.7% | $6,020-59.8% | $11,403-78.8% |