Filed January 10, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,118 | $154,228-56.5% | $145,433-53.8% | $137,256-51.1% |
| Participation rate | 42.1% | 83.8%-41.7pp | 82.1%-40.0pp | 80.0%-37.9pp |
| Annual return | 15.16% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,252 | $4,804-73.9% | $4,554-72.5% | $4,156-69.9% |
| Participant deferral / active EE | $1,519 | $8,216-81.5% | $7,897-80.8% | $6,407-76.3% |
| Admin fee / account holder | $586 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |