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 | $131,079 | $99,877+31.2% | $84,966+54.3% | $145,922-10.2% |
| Participation rate | 35.7% | 74.1%-38.4pp | 67.5%-31.8pp | 80.3%-44.6pp |
| Annual return | 8.83% | 83.76%-74.9pp | 66.38%-57.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $134 | $3,231-95.8% | $2,727-95.1% | $4,660-97.1% |
| Participant deferral / active EE | $1,618 | $5,291-69.4% | $4,519-64.2% | $6,688-75.8% |
| Admin fee / account holder | $4,682 | $7,248-35.4% | $6,149-23.9% | $13,397-65.1% |