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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,047 | $109,327+19.0% | $89,391+45.5% | $158,922-18.2% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 10.95% | 345.68%-334.7pp | 245.62%-234.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $106 | $3,170-96.7% | $2,586-95.9% | $4,761-97.8% |
| Participant deferral / active EE | $1,080 | $4,598-76.5% | $3,890-72.2% | $5,982-81.9% |
| Admin fee / account holder | $12,176 | $6,153+97.9% | $4,881+149.4% | $11,246+8.3% |