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 | $98,577 | $172,478-42.8% | $145,661-32.3% | $142,382-30.8% |
| Participation rate | 55.6% | 80.1%-24.5pp | 77.2%-21.7pp | 80.1%-24.6pp |
| Annual return | 12.78% | 151.09%-138.3pp | 101.46%-88.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,723 | $4,899-64.8% | $4,238-59.3% | $4,299-59.9% |
| Participant deferral / active EE | $2,666 | $8,348-68.1% | $7,198-63.0% | $6,507-59.0% |
| Admin fee / account holder | $5,289 | $16,864-68.6% | $12,466-57.6% | $12,624-58.1% |