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 | $69,064 | $91,190-24.3% | $178,490-61.3% | $79,858-13.5% |
| Participation rate | 50.6% | 69.2%-18.6pp | 81.9%-31.3pp | 69.6%-19.0pp |
| Annual return | 10.39% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $670 | $3,256-79.4% | $5,011-86.6% | $2,471-72.9% |
| Participant deferral / active EE | $3,049 | $3,236-5.8% | $5,202-41.4% | $3,740-18.5% |
| Admin fee / account holder | $12,676 | $6,751+87.8% | $13,984-9.4% | $5,306+138.9% |