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 | $18,755 | $56,054-66.5% | $171,082-89.0% | $62,891-70.2% |
| Participation rate | 64.1% | 62.9%+1.3pp | 76.7%-12.6pp | 69.3%-5.2pp |
| Annual return | 8.37% | 22.52%-14.2pp | 32.56%-24.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $972 | $1,731-43.8% | $4,002-75.7% | $2,281-57.4% |
| Participant deferral / active EE | $1,818 | $3,158-42.4% | $4,797-62.1% | $3,203-43.2% |
| Admin fee / account holder | $1,383 | $3,647-62.1% | $8,520-83.8% | $4,296-67.8% |