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 | $284,745 | $102,317+178.3% | $146,958+93.8% | $80,856+252.2% |
| Participation rate | 30.6% | 75.8%-45.3pp | 82.2%-51.6pp | 67.6%-37.1pp |
| Annual return | 7.86% | 134.76%-126.9pp | 418.34%-410.5pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,982 | $3,713-46.6% | $4,933-59.8% | $2,755-28.1% |
| Participant deferral / active EE | $4,147 | $6,644-37.6% | $8,070-48.6% | $4,296-3.5% |
| Admin fee / account holder | $5,057 | $7,941-36.3% | $12,998-61.1% | $6,918-26.9% |