Filed January 3, 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 | $82,071 | $45,035+82.2% | $62,995+30.3% | $70,131+17.0% |
| Participation rate | 42.9% | 69.5%-26.7pp | 74.8%-32.0pp | 69.5%-26.7pp |
| Annual return | 12.53% | 18.76%-6.2pp | 87.57%-75.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,462 | $2,465-0.1% | $3,329-26.0% | $3,332-26.1% |
| Admin fee / account holder | $11,081 | $2,834+291.0% | $3,600+207.8% | $4,645+138.5% |