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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,297 | $76,000-12.8% | $154,107-57.0% | $64,186+3.3% |
| Participation rate | 48.7% | 70.4%-21.7pp | 83.0%-34.4pp | 69.6%-20.9pp |
| Annual return | -4.70% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $600 | $3,351-82.1% | $5,298-88.7% | $2,381-74.8% |
| Participant deferral / active EE | $2,775 | $3,175-12.6% | $5,081-45.4% | $3,470-20.0% |
| Admin fee / account holder | $842 | $5,596-84.9% | $13,411-93.7% | $4,888-82.8% |