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 | $26,718 | $53,053-49.6% | $126,539-78.9% | $74,304-64.0% |
| Participation rate | 32.9% | 48.0%-15.2pp | 69.8%-36.9pp | 60.3%-27.5pp |
| Annual return | 25.15% | 29.46%-4.3pp | 425.95%-400.8pp | 29.43%-4.3pp |
| Employer contribution / active EE | $768 | $1,168-34.2% | $3,674-79.1% | $2,241-65.7% |
| Participant deferral / active EE | $1,608 | $2,303-30.2% | $4,083-60.6% | $3,767-57.3% |
| Admin fee / account holder | $425 | $3,698-88.5% | $6,065-93.0% | $2,969-85.7% |