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 | $212,555 | $78,672+170.2% | $109,143+94.7% | $85,850+147.6% |
| Participation rate | 49.5% | 68.3%-18.8pp | 75.9%-26.4pp | 69.3%-19.8pp |
| Annual return | 13.27% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $512 | $2,735-81.3% | $3,722-86.3% | $2,565-80.1% |
| Participant deferral / active EE | $2,576 | $3,467-25.7% | $4,653-44.6% | $3,952-34.8% |
| Admin fee / account holder | $27,323 | $5,469+399.6% | $6,752+304.6% | $6,260+336.5% |