Filed June 26, 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 | $90,359 | $49,177+83.7% | $79,464+13.7% | $64,186+40.8% |
| Participation rate | 33.3% | 65.0%-31.7pp | 73.3%-40.0pp | 69.6%-36.2pp |
| Annual return | -7.90% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,221 | $2,076-41.2% | $2,800-56.4% | $2,381-48.7% |
| Participant deferral / active EE | $1,982 | $2,821-29.7% | $3,704-46.5% | $3,470-42.9% |
| Admin fee / account holder | $312 | $3,839-91.9% | $5,113-93.9% | $4,888-93.6% |