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.
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 | $179,152 | $56,054+219.6% | $171,082+4.7% | $62,891+184.9% |
| Participation rate | 54.2% | 62.9%-8.6pp | 76.7%-22.5pp | 69.3%-15.1pp |
| Annual return | 6.91% | 22.52%-15.6pp | 32.56%-25.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,154 | $3,158+94.9% | $4,797+28.3% | $3,203+92.1% |
| Admin fee / account holder | $8,634 | $3,647+136.8% | $8,520+1.3% | $4,296+101.0% |