Filed July 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 | $22,716 | $90,600-74.9% | $79,464-71.4% | $135,375-83.2% |
| Participation rate | 55.0% | 76.0%-21.0pp | 73.3%-18.3pp | 82.6%-27.6pp |
| Annual return | -4.12% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $545 | $3,068-82.2% | $2,800-80.5% | $4,779-88.6% |
| Participant deferral / active EE | $2,181 | $4,050-46.1% | $3,704-41.1% | $5,609-61.1% |
| Admin fee / account holder | $15,023 | $5,907+154.3% | $5,113+193.8% | $10,827+38.7% |