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 | $25,412 | $58,694-56.7% | $142,863-82.2% | $85,850-70.4% |
| Participation rate | 46.5% | 58.5%-12.0pp | 71.9%-25.5pp | 69.3%-22.8pp |
| Annual return | 10.89% | 27.72%-16.8pp | 5637.54%-5626.7pp | 318.53%-307.6pp |
| Employer contribution / active EE | $342 | $1,423-76.0% | $4,144-91.8% | $2,565-86.7% |
| Participant deferral / active EE | $1,298 | $2,607-50.2% | $3,837-66.2% | $3,952-67.2% |
| Admin fee / account holder | $1,695 | $4,239-60.0% | $6,560-74.2% | $6,260-72.9% |