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 | $225,291 | $62,672+259.5% | $185,117+21.7% | $70,131+221.2% |
| Participation rate | 57.4% | 63.8%-6.4pp | 77.3%-19.9pp | 69.5%-12.1pp |
| Annual return | 18.39% | 40.79%-22.4pp | 40.50%-22.1pp | 73.14%-54.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,110 | $3,272+86.8% | $5,045+21.1% | $3,332+83.4% |
| Admin fee / account holder | $1,652 | $3,932-58.0% | $8,159-79.7% | $4,645-64.4% |