Filed December 28, 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 | $68,611 | $65,685+4.5% | $57,179+20.0% | $273,961-75.0% |
| Participation rate | 65.2% | 78.3%-13.1pp | 75.3%-10.1pp | 83.0%-17.8pp |
| Annual return | 1.62% | 21.99%-20.4pp | 14.59%-13.0pp | 41.45%-39.8pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,412 | $3,782-36.2% | $3,096-22.1% | $5,287-54.4% |
| Admin fee / account holder | $726 | $4,835-85.0% | $3,139-76.9% | $10,132-92.8% |