Filed August 27, 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 | $46,263 | $74,661-38.0% | $160,784-71.2% | $67,986-32.0% |
| Participation rate | 63.4% | 57.1%+6.2pp | 77.0%-13.6pp | 57.2%+6.2pp |
| Annual return | 18.75% | 28.83%-10.1pp | 1803.92%-1785.2pp | 31.67%-12.9pp |
| Employer contribution / active EE | $1,510 | $1,829-17.4% | $3,733-59.5% | $2,019-25.2% |
| Participant deferral / active EE | $3,185 | $3,681-13.5% | $6,293-49.4% | $3,358-5.2% |
| Admin fee / account holder | $2,001 | $3,959-49.4% | $9,717-79.4% | $3,203-37.5% |