Filed April 1, 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 | $182,384 | $77,813+134.4% | $123,544+47.6% | $64,186+184.2% |
| Participation rate | 63.0% | 74.7%-11.7pp | 82.3%-19.3pp | 69.6%-6.6pp |
| Annual return | -5.76% | 12.48%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,373 | $3,014-21.3% | $4,628-48.7% | $2,381-0.3% |
| Participant deferral / active EE | $4,668 | $5,240-10.9% | $6,426-27.4% | $3,470+34.5% |
| Admin fee / account holder | $18,189 | $5,519+229.6% | $9,284+95.9% | $4,888+272.1% |