Filed April 24, 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 | $62,235 | $82,664-24.7% | $125,339-50.3% | $68,494-9.1% |
| Participation rate | 65.1% | 75.0%-9.9pp | 82.4%-17.3pp | 67.9%-2.8pp |
| Annual return | -19.76% | -5.97%-13.8pp | 572.05%-591.8pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,828 | $3,381-45.9% | $4,814-62.0% | $2,596-29.6% |
| Participant deferral / active EE | $5,681 | $6,110-7.0% | $7,446-23.7% | $4,027+41.1% |
| Admin fee / account holder | $7,152 | $6,275+14.0% | $10,010-28.5% | $5,403+32.4% |