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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,083 | $89,355+117.2% | $141,162+37.5% | $72,985+165.9% |
| Participation rate | 48.5% | 75.1%-26.6pp | 82.5%-34.0pp | 69.5%-21.0pp |
| Annual return | 16.07% | 111.85%-95.8pp | 71.39%-55.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,999 | $3,114-35.8% | $4,735-57.8% | $2,440-18.0% |
| Participant deferral / active EE | $3,958 | $5,418-27.0% | $6,709-41.0% | $3,607+9.7% |
| Admin fee / account holder | $16,912 | $5,958+183.8% | $10,261+64.8% | $5,124+230.0% |