Filed December 2, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $81,830 | $81,233+0.7% | $155,567-47.4% | $80,874+1.2% |
| Participation rate | 63.0% | 66.2%-3.2pp | 78.2%-15.2pp | 67.6%-4.6pp |
| Annual return | 12.41% | 33.33%-20.9pp | 64.74%-52.3pp | 35.62%-23.2pp |
| Employer contribution / active EE | $441 | $3,101-85.8% | $4,674-90.6% | $2,756-84.0% |
| Participant deferral / active EE | $3,694 | $3,452+7.0% | $5,628-34.4% | $4,297-14.0% |
| Admin fee / account holder | $6,290 | $7,998-21.3% | $15,916-60.5% | $6,935-9.3% |