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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,613 | $46,674-58.0% | $117,472-83.3% | $68,494-71.4% |
| Participation rate | 40.7% | 56.8%-16.0pp | 70.6%-29.8pp | 67.9%-27.1pp |
| Annual return | -17.20% | -14.52%-2.7pp | 29.74%-46.9pp | -7.84%-9.4pp |
| Employer contribution / active EE | $547 | $1,505-63.7% | $4,176-86.9% | $2,596-78.9% |
| Participant deferral / active EE | $1,160 | $2,636-56.0% | $4,070-71.5% | $4,027-71.2% |
| Admin fee / account holder | $4,545 | $4,020+13.1% | $5,645-19.5% | $5,403-15.9% |