Filed May 20, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,393 | $43,723+26.7% | $121,196-54.3% | $64,186-13.7% |
| Participation rate | 31.0% | 58.3%-27.3pp | 71.7%-40.7pp | 69.6%-38.5pp |
| Annual return | -8.38% | 68.91%-77.3pp | 16.93%-25.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $266 | $1,296-79.5% | $4,022-93.4% | $2,381-88.8% |
| Participant deferral / active EE | $1,405 | $2,280-38.4% | $3,344-58.0% | $3,470-59.5% |
| Admin fee / account holder | $1,486 | $3,501-57.6% | $5,019-70.4% | $4,888-69.6% |