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 | $120,064 | $96,305+24.7% | $80,569+49.0% | $139,434-13.9% |
| Participation rate | 35.7% | 73.6%-37.9pp | 67.0%-31.3pp | 80.3%-44.6pp |
| Annual return | 12.91% | 1350.08%-1337.2pp | 935.43%-922.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $155 | $3,262-95.3% | $2,723-94.3% | $4,751-96.7% |
| Participant deferral / active EE | $2,014 | $5,232-61.5% | $4,447-54.7% | $6,710-70.0% |
| Admin fee / account holder | $4,172 | $6,599-36.8% | $5,377-22.4% | $11,403-63.4% |