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 | $70,852 | $43,327+63.5% | $59,878+18.3% | $64,186+10.4% |
| Participation rate | 46.2% | 69.2%-23.0pp | 74.7%-28.5pp | 69.6%-23.4pp |
| Annual return | -3.21% | -1.55%-1.7pp | 3.46%-6.7pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,408 | $2,546-5.4% | $3,402-29.2% | $3,470-30.6% |
| Admin fee / account holder | $7,170 | $3,005+138.6% | $3,590+99.7% | $4,888+46.7% |