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 | $81,625-43.3% | $167,512-72.4% | $74,304-37.7% |
| Participation rate | 63.4% | 60.0%+3.3pp | 77.1%-13.7pp | 60.3%+3.0pp |
| Annual return | 18.75% | 26.09%-7.3pp | 1615.79%-1597.0pp | 29.43%-10.7pp |
| Employer contribution / active EE | $1,510 | $2,010-24.9% | $3,882-61.1% | $2,241-32.6% |
| Participant deferral / active EE | $3,185 | $4,115-22.6% | $6,405-50.3% | $3,767-15.5% |
| Admin fee / account holder | $2,001 | $3,474-42.4% | $9,769-79.5% | $2,969-32.6% |