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 | $197,118 | $76,670+157.1% | $96,683+103.9% | $71,457+175.9% |
| Participation rate | 46.6% | 66.6%-20.0pp | 74.3%-27.8pp | 67.9%-21.4pp |
| Annual return | 17.67% | 48.29%-30.6pp | 35.69%-18.0pp | 28.85%-11.2pp |
| Employer contribution / active EE | $425 | $3,031-86.0% | $3,737-88.6% | $2,588-83.6% |
| Participant deferral / active EE | $2,769 | $3,771-26.6% | $4,878-43.2% | $4,289-35.4% |
| Admin fee / account holder | $3,984 | $2,028+96.4% | $6,730-40.8% | $1,587+151.0% |