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 | $285,921 | $83,902+240.8% | $167,512+70.7% | $84,808+237.1% |
| Participation rate | 61.4% | 66.5%-5.1pp | 77.1%-15.7pp | 68.3%-6.9pp |
| Annual return | 25.11% | 91.55%-66.4pp | 1615.79%-1590.7pp | 40.90%-15.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,444 | $4,442+67.6% | $6,405+16.2% | $4,212+76.8% |
| Admin fee / account holder | $144,226 | $7,915+1722.2% | $9,769+1376.4% | $7,344+1863.9% |