Filed June 27, 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 | $75,974 | $84,233-9.8% | $170,442-55.4% | $70,131+8.3% |
| Participation rate | 38.2% | 70.8%-32.7pp | 83.6%-45.4pp | 69.5%-31.4pp |
| Annual return | 1.87% | 23.06%-21.2pp | 205.93%-204.1pp | 73.14%-71.3pp |
| Employer contribution / active EE | $555 | $3,387-83.6% | $5,433-89.8% | $2,342-76.3% |
| Participant deferral / active EE | $2,652 | $3,086-14.0% | $4,939-46.3% | $3,332-20.4% |
| Admin fee / account holder | $15,924 | $5,698+179.5% | $13,880+14.7% | $4,645+242.8% |