Filed December 1, 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 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 | $172,878 | $95,862+80.3% | $79,550+117.3% | $134,475+28.6% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -16.88% | -2.69%-14.2pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,509 | $3,128-51.8% | $2,413-37.5% | $4,740-68.2% |
| Participant deferral / active EE | $5,220 | $4,693+11.2% | $3,985+31.0% | $6,400-18.4% |
| Admin fee / account holder | $3,552 | $9,126-61.1% | $6,832-48.0% | $11,426-68.9% |