Filed August 7, 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.
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 | $16,748 | $48,750-65.6% | $88,946-81.2% | $74,304-77.5% |
| Participation rate | 41.8% | 44.5%-2.7pp | 68.8%-27.0pp | 60.3%-18.5pp |
| Annual return | 14.40% | 25.91%-11.5pp | 57.82%-43.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $605 | $1,255-51.8% | $2,555-76.3% | $2,241-73.0% |
| Participant deferral / active EE | $1,102 | $2,423-54.5% | $4,581-76.0% | $3,767-70.8% |
| Admin fee / account holder | $1,787 | $3,756-52.4% | $8,261-78.4% | $2,969-39.8% |