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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,393 | $53,777+90.4% | $134,143-23.7% | $79,858+28.2% |
| Participation rate | 31.4% | 58.8%-27.4pp | 72.2%-40.8pp | 69.6%-38.3pp |
| Annual return | 16.56% | 19.01%-2.4pp | 36.33%-19.8pp | 31.71%-15.2pp |
| Employer contribution / active EE | $337 | $1,321-74.5% | $3,704-90.9% | $2,471-86.3% |
| Participant deferral / active EE | $2,424 | $2,420+0.2% | $3,499-30.7% | $3,740-35.2% |
| Admin fee / account holder | $7,738 | $3,984+94.2% | $6,684+15.8% | $5,306+45.8% |