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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,448 | $54,705-6.0% | $71,209-27.8% | $84,808-39.3% |
| Participation rate | 49.4% | 64.1%-14.7pp | 73.8%-24.4pp | 68.3%-18.9pp |
| Annual return | 24.58% | 35.90%-11.3pp | 282.51%-257.9pp | 40.90%-16.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,869 | $3,030+60.7% | $4,175+16.6% | $4,212+15.6% |
| Admin fee / account holder | $1,208 | $4,863-75.2% | $5,349-77.4% | $7,344-83.5% |