Filed December 12, 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 | $105,771 | $98,750+7.1% | $149,696-29.3% | $79,858+32.4% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.5%-25.3pp | 69.6%-12.5pp |
| Annual return | 8.78% | 27.43%-18.6pp | 276.60%-267.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $832 | $3,216-74.1% | $4,644-82.1% | $2,471-66.3% |
| Participant deferral / active EE | $4,730 | $5,680-16.7% | $6,842-30.9% | $3,740+26.5% |
| Admin fee / account holder | $2,748 | $6,053-54.6% | $9,309-70.5% | $5,306-48.2% |