Filed December 25, 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 | $47,419 | $58,208-18.5% | $81,812-42.0% | $80,856-41.4% |
| Participation rate | 37.5% | 63.4%-25.9pp | 72.3%-34.8pp | 67.6%-30.1pp |
| Annual return | 13.51% | 41.66%-28.1pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,896 | $3,281+18.7% | $4,319-9.8% | $4,296-9.3% |
| Admin fee / account holder | $3,984 | $4,981-20.0% | $7,386-46.1% | $6,918-42.4% |