Filed May 21, 2012
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 | $23,502 | $54,762-57.1% | $90,281-74.0% | $72,985-67.8% |
| Participation rate | 67.6% | 65.1%+2.4pp | 73.3%-5.7pp | 69.5%-1.9pp |
| Annual return | 25.10% | 30.63%-5.5pp | 78.10%-53.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,555 | $2,887+92.4% | $3,885+43.0% | $3,607+54.0% |
| Admin fee / account holder | $769 | $3,972-80.7% | $5,351-85.6% | $5,124-85.0% |