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 | $288,889 | $109,881+162.9% | $150,045+92.5% | $84,808+240.6% |
| Participation rate | 37.5% | 76.1%-38.6pp | 82.3%-44.8pp | 68.3%-30.8pp |
| Annual return | 10.67% | 28.25%-17.6pp | 62.55%-51.9pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,026 | $3,561-43.1% | $4,693-56.8% | $2,631-23.0% |
| Participant deferral / active EE | $5,232 | $6,636-21.2% | $7,997-34.6% | $4,212+24.2% |
| Admin fee / account holder | $5,308 | $8,568-38.0% | $13,435-60.5% | $7,344-27.7% |