Filed December 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,042 | $88,672-28.9% | $105,223-40.1% | $82,448-23.5% |
| Participation rate | 39.3% | 67.9%-28.6pp | 75.0%-35.8pp | 68.1%-28.8pp |
| Annual return | 13.85% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,903 | $4,036-28.1% | $5,072-42.8% | $4,139-29.9% |
| Admin fee / account holder | $7,537 | $7,146+5.5% | $8,859-14.9% | $7,234+4.2% |