Filed November 7, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,815 | $46,722+8.8% | $130,648-61.1% | $65,185-22.0% |
| Participation rate | 52.7% | 60.9%-8.3pp | 71.7%-19.1pp | 70.2%-17.5pp |
| Annual return | 17.06% | 24.17%-7.1pp | 1708.96%-1691.9pp | 29.38%-12.3pp |
| Employer contribution / active EE | $958 | $1,488-35.6% | $4,092-76.6% | $2,177-56.0% |
| Participant deferral / active EE | $3,250 | $2,545+27.7% | $3,603-9.8% | $3,514-7.5% |
| Admin fee / account holder | $2,375 | $453+424.4% | $5,464-56.5% | $847+180.4% |