Filed December 23, 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 | $59,849 | $73,004-18.0% | $90,749-34.0% | $68,494-12.6% |
| Participation rate | 68.6% | 70.8%-2.2pp | 75.7%-7.1pp | 67.9%+0.7pp |
| Annual return | -13.08% | -13.81%+0.7pp | -12.16%-0.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,289 | $2,193+4.4% | $2,921-21.6% | $2,596-11.8% |
| Participant deferral / active EE | $3,027 | $3,627-16.5% | $4,564-33.7% | $4,027-24.8% |
| Admin fee / account holder | $7,050 | $5,896+19.6% | $8,445-16.5% | $5,403+30.5% |