Filed April 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,952 | $76,407-72.6% | $150,298-86.1% | $82,448-74.6% |
| Participation rate | 48.9% | 66.4%-17.5pp | 77.8%-28.8pp | 68.1%-19.1pp |
| Annual return | 12.41% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $637 | $2,614-75.6% | $4,154-84.7% | $2,551-75.0% |
| Participant deferral / active EE | $718 | $3,214-77.7% | $5,453-86.8% | $4,139-82.7% |
| Admin fee / account holder | $2,406 | $6,352-62.1% | $14,116-83.0% | $7,234-66.7% |