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 | $104,710 | $93,024+12.6% | $77,024+35.9% | $134,475-22.1% |
| Participation rate | 35.7% | 74.5%-38.8pp | 67.9%-32.2pp | 81.2%-45.5pp |
| Annual return | -13.85% | 62.60%-76.4pp | 42.32%-56.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $169 | $3,418-95.0% | $2,812-94.0% | $4,740-96.4% |
| Participant deferral / active EE | $1,954 | $5,238-62.7% | $4,426-55.8% | $6,400-69.5% |
| Admin fee / account holder | $5,360 | $6,944-22.8% | $5,425-1.2% | $11,426-53.1% |