Filed January 29, 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.
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 | $74,022 | $56,199+31.7% | $67,652+9.4% | $59,632+24.1% |
| Participation rate | 62.1% | 71.5%-9.4pp | 75.7%-13.6pp | 68.7%-6.6pp |
| Annual return | -3.97% | 18505.31%-18509.3pp | 6625.04%-6629.0pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $1,645 | $1,614+1.9% | $2,266-27.4% | $2,203-25.3% |
| Participant deferral / active EE | $2,129 | $2,844-25.1% | $3,560-40.2% | $3,192-33.3% |
| Admin fee / account holder | $28,765 | $3,958+626.7% | $4,821+496.7% | $4,297+569.4% |