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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,335 | $54,762+28.4% | $90,281-22.1% | $72,985-3.6% |
| Participation rate | 31.0% | 65.1%-34.1pp | 73.3%-42.2pp | 69.5%-38.5pp |
| Annual return | 15.11% | 30.63%-15.5pp | 78.10%-63.0pp | 81.00%-65.9pp |
| Employer contribution / active EE | $1,119 | $2,092-46.5% | $2,854-60.8% | $2,440-54.1% |
| Participant deferral / active EE | $1,477 | $2,887-48.8% | $3,885-62.0% | $3,607-59.1% |
| Admin fee / account holder | $65,180 | $3,972+1541.0% | $5,351+1118.0% | $5,124+1172.0% |