Filed September 29, 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.
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 | $51,238 | $45,152+13.5% | $73,843-30.6% | $59,632-14.1% |
| Participation rate | 60.3% | 64.0%-3.7pp | 73.4%-13.2pp | 68.7%-8.4pp |
| Annual return | -0.76% | 27.40%-28.2pp | 2267.84%-2268.6pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $332 | $1,902-82.5% | $2,787-88.1% | $2,203-84.9% |
| Participant deferral / active EE | $1,680 | $2,574-34.7% | $3,583-53.1% | $3,192-47.4% |
| Admin fee / account holder | $1,573 | $3,516-55.3% | $4,880-67.8% | $4,297-63.4% |