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.
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 | $97,117 | $173,345-44.0% | $136,007-28.6% | $145,922-33.4% |
| Participation rate | 66.7% | 80.5%-13.8pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.36% | 1163.32%-1153.0pp | 579.32%-569.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,860 | $5,278-64.8% | $4,217-55.9% | $4,660-60.1% |
| Participant deferral / active EE | $3,076 | $8,699-64.6% | $7,025-56.2% | $6,688-54.0% |
| Admin fee / account holder | $3,802 | $9,954-61.8% | $6,858-44.6% | $13,397-71.6% |