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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,126 | $105,181+144.5% | $159,436+61.3% | $85,850+199.5% |
| Participation rate | 38.2% | 75.8%-37.5pp | 82.8%-44.6pp | 69.3%-31.1pp |
| Annual return | 8.74% | 45.07%-36.3pp | 263.57%-254.8pp | 318.53%-309.8pp |
| Employer contribution / active EE | $1,891 | $3,318-43.0% | $4,829-60.8% | $2,565-26.3% |
| Participant deferral / active EE | $3,620 | $5,945-39.1% | $7,352-50.8% | $3,952-8.4% |
| Admin fee / account holder | $15,159 | $6,933+118.6% | $10,799+40.4% | $6,260+142.2% |