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 | $290,865 | $93,571+210.9% | $135,903+114.0% | $75,163+287.0% |
| Participation rate | 25.8% | 75.2%-49.4pp | 81.9%-56.1pp | 67.2%-41.4pp |
| Annual return | 10.75% | 30.90%-20.2pp | 68.23%-57.5pp | 160.62%-149.9pp |
| Employer contribution / active EE | $2,004 | $3,537-43.3% | $4,856-58.7% | $2,670-24.9% |
| Participant deferral / active EE | $5,062 | $6,404-21.0% | $7,758-34.8% | $4,125+22.7% |
| Admin fee / account holder | $1,350 | $6,975-80.7% | $10,762-87.5% | $5,651-76.1% |