Filed November 8, 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.
Participant 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 | $33,937 | $82,032-58.6% | $123,104-72.4% | $59,632-43.1% |
| Participation rate | 63.8% | 83.2%-19.4pp | 86.8%-23.0pp | 68.7%-4.9pp |
| Annual return | -0.25% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,303 | $3,297-60.5% | $5,151-74.7% | $2,203-40.9% |
| Participant deferral / active EE | $1,581 | $4,667-66.1% | $6,230-74.6% | $3,192-50.5% |
| Admin fee / account holder | $617 | $5,881-89.5% | $9,015-93.2% | $4,297-85.6% |