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 | $159,602-57.9% | $150,045-55.3% | $142,382-52.9% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.3%-40.2pp | 80.1%-38.0pp |
| Annual return | 15.16% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,252 | $4,961-74.8% | $4,693-73.3% | $4,299-70.9% |
| Participant deferral / active EE | $1,519 | $8,310-81.7% | $7,997-81.0% | $6,507-76.7% |
| Admin fee / account holder | $586 | $14,846-96.1% | $13,435-95.6% | $12,624-95.4% |