Filed November 7, 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 | $78,224 | $84,527-7.5% | $67,711+15.5% | $125,391-37.6% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -2.16% | 2.57%-4.7pp | 25.41%-27.6pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,291 | $3,292-30.4% | $2,559-10.5% | $4,866-52.9% |
| Participant deferral / active EE | $1,498 | $4,429-66.2% | $3,585-58.2% | $5,352-72.0% |
| Admin fee / account holder | $8,749 | $5,340+63.8% | $4,255+105.6% | $9,540-8.3% |