Filed December 31, 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 | $81,647 | $86,286-5.4% | $111,297-26.6% | $85,850-4.9% |
| Participation rate | 67.4% | 73.3%-5.9pp | 77.3%-9.9pp | 69.3%-1.9pp |
| Annual return | 19.00% | 19.99%-1.0pp | 54.65%-35.7pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,716 | $2,043-16.0% | $2,731-37.2% | $2,565-33.1% |
| Participant deferral / active EE | $3,657 | $3,641+0.5% | $4,487-18.5% | $3,952-7.5% |
| Admin fee / account holder | $1,010 | $8,188-87.7% | $7,964-87.3% | $6,260-83.9% |