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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,853 | $89,355-8.4% | $141,162-42.0% | $72,985+12.2% |
| Participation rate | 50.7% | 75.1%-24.4pp | 82.5%-31.8pp | 69.5%-18.8pp |
| Annual return | 21.80% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $763 | $3,114-75.5% | $4,735-83.9% | $2,440-68.7% |
| Participant deferral / active EE | $3,285 | $5,418-39.4% | $6,709-51.0% | $3,607-8.9% |
| Admin fee / account holder | $2,580 | $5,958-56.7% | $10,261-74.9% | $5,124-49.6% |