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 | $208,861 | $82,664+152.7% | $125,339+66.6% | $68,494+204.9% |
| Participation rate | 43.2% | 75.0%-31.8pp | 82.4%-39.1pp | 67.9%-24.6pp |
| Annual return | -11.99% | -5.97%-6.0pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,496 | $3,381-55.8% | $4,814-68.9% | $2,596-42.4% |
| Participant deferral / active EE | $3,497 | $6,110-42.8% | $7,446-53.0% | $4,027-13.2% |
| Admin fee / account holder | $15,181 | $6,275+141.9% | $10,010+51.7% | $5,403+181.0% |