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 | $179,833 | $80,724+122.8% | $103,333+74.0% | $74,495+141.4% |
| Participation rate | 48.8% | 65.7%-16.9pp | 74.5%-25.7pp | 67.2%-18.4pp |
| Annual return | 13.00% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $435 | $3,157-86.2% | $3,868-88.7% | $2,623-83.4% |
| Participant deferral / active EE | $2,861 | $3,860-25.9% | $5,057-43.4% | $4,346-34.2% |
| Admin fee / account holder | $22,814 | $2,368+863.4% | $8,355+173.1% | $1,942+1075.0% |