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.
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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,587 | $29,548-10.0% | $56,411-52.9% | $77,643-65.8% |
| Participation rate | 11.5% | 32.7%-21.2pp | 52.5%-40.9pp | 70.6%-59.0pp |
| Annual return | 11.00% | 19.01%-8.0pp | 1701.33%-1690.3pp | 31.24%-20.2pp |
| Employer contribution / active EE | $73 | $568-87.1% | $1,039-93.0% | $2,726-97.3% |
| Participant deferral / active EE | $302 | $1,061-71.6% | $1,952-84.5% | $4,647-93.5% |
| Admin fee / account holder | $4,905 | $1,046+368.9% | $2,829+73.4% | $430+1039.6% |