Filed July 5, 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 | $171,321 | $154,228+11.1% | $145,433+17.8% | $137,256+24.8% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 13.17% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,411 | $4,804-49.8% | $4,554-47.1% | $4,156-42.0% |
| Participant deferral / active EE | $5,012 | $8,216-39.0% | $7,897-36.5% | $6,407-21.8% |
| Admin fee / account holder | $81,678 | $14,344+469.4% | $13,129+522.1% | $12,270+565.7% |