Filed November 30, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $319,333 | $77,164+313.8% | $178,014+79.4% | $80,874+294.9% |
| Participation rate | 65.2% | 65.7%-0.5pp | 77.1%-11.9pp | 67.6%-2.4pp |
| Annual return | 16.45% | 18.09%-1.6pp | 294.80%-278.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,316 | $4,408+66.0% | $6,276+16.6% | $4,297+70.3% |
| Admin fee / account holder | $11,426 | $7,164+59.5% | $10,362+10.3% | $6,935+64.8% |