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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,570 | $45,035+16.7% | $62,995-16.5% | $70,131-25.0% |
| Participation rate | 67.9% | 69.5%-1.7pp | 74.8%-7.0pp | 69.5%-1.7pp |
| Annual return | 10.24% | 18.76%-8.5pp | 87.57%-77.3pp | 73.14%-62.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,880 | $2,465-23.7% | $3,329-43.5% | $3,332-43.6% |
| Admin fee / account holder | $5,406 | $2,834+90.7% | $3,600+50.2% | $4,645+16.4% |