Filed December 23, 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 | $13,034 | $49,173-73.5% | $121,098-89.2% | $75,163-82.7% |
| Participation rate | 69.4% | 55.4%+14.1pp | 69.5%0pp | 67.2%+2.3pp |
| Annual return | 14.94% | 55.99%-41.1pp | 985.75%-970.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,418 | $2,628-46.0% | $4,080-65.2% | $4,125-65.6% |
| Admin fee / account holder | $1,789 | $3,942-54.6% | $5,644-68.3% | $5,651-68.3% |