Filed October 22, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,472 | $95,561+65.8% | $77,163+105.4% | $139,434+13.7% |
| Participation rate | 63.6% | 73.9%-10.3pp | 69.6%-5.9pp | 80.3%-16.7pp |
| Annual return | 18.64% | 54.92%-36.3pp | 37.87%-19.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,121 | $3,147+62.7% | $2,535+102.0% | $4,751+7.8% |
| Participant deferral / active EE | $5,518 | $4,624+19.3% | $3,833+43.9% | $6,710-17.8% |
| Admin fee / account holder | $29,805 | $8,295+259.3% | $5,472+444.7% | $11,403+161.4% |