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 | $89,753-29.8% | $107,525-41.4% | $84,808-25.7% |
| Participation rate | 39.3% | 68.1%-28.8pp | 75.1%-35.8pp | 68.3%-29.0pp |
| Annual return | 13.85% | 29.48%-15.6pp | 181.32%-167.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,903 | $4,056-28.4% | $5,116-43.3% | $4,212-31.1% |
| Admin fee / account holder | $7,537 | $7,222+4.4% | $8,919-15.5% | $7,344+2.6% |