Filed June 17, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,944 | $72,277+182.2% | $101,248+101.4% | $79,858+155.4% |
| Participation rate | 53.1% | 68.5%-15.3pp | 75.8%-22.7pp | 69.6%-16.5pp |
| Annual return | 15.24% | 22.30%-7.1pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $429 | $2,692-84.1% | $3,660-88.3% | $2,471-82.7% |
| Participant deferral / active EE | $2,367 | $3,282-27.9% | $4,370-45.8% | $3,740-36.7% |
| Admin fee / account holder | $5,077 | $4,400+15.4% | $5,945-14.6% | $5,306-4.3% |