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 | $22,524 | $49,173-54.2% | $121,098-81.4% | $75,163-70.0% |
| Participation rate | 48.3% | 55.4%-7.1pp | 69.5%-21.2pp | 67.2%-18.9pp |
| Annual return | 29.03% | 55.99%-27.0pp | 985.75%-956.7pp | 160.62%-131.6pp |
| Employer contribution / active EE | $863 | $1,546-44.2% | $4,164-79.3% | $2,670-67.7% |
| Participant deferral / active EE | $1,678 | $2,628-36.1% | $4,080-58.9% | $4,125-59.3% |
| Admin fee / account holder | $616 | $3,942-84.4% | $5,644-89.1% | $5,651-89.1% |