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 | $20,153 | $52,406-61.5% | $129,207-84.4% | $74,495-72.9% |
| Participation rate | 35.9% | 53.8%-17.9pp | 69.6%-33.7pp | 67.2%-31.3pp |
| Annual return | -25.22% | 15.66%-40.9pp | 9417.33%-9442.5pp | 1364.94%-1390.2pp |
| Employer contribution / active EE | $619 | $1,531-59.6% | $4,153-85.1% | $2,623-76.4% |
| Participant deferral / active EE | $1,097 | $2,794-60.7% | $4,168-73.7% | $4,346-74.8% |
| Admin fee / account holder | $3,418 | $2,633+29.8% | $7,715-55.7% | $1,942+76.0% |