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 | $78,620 | $101,317-22.4% | $146,958-46.5% | $74,495+5.5% |
| Participation rate | 61.1% | 75.5%-14.5pp | 82.2%-21.1pp | 67.2%-6.1pp |
| Annual return | 14.10% | 8730.91%-8716.8pp | 418.34%-404.2pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,775 | $3,810-53.4% | $4,933-64.0% | $2,623-32.3% |
| Participant deferral / active EE | $5,400 | $7,303-26.1% | $8,070-33.1% | $4,346+24.3% |
| Admin fee / account holder | $10,978 | $1,739+531.4% | $12,998-15.5% | $1,942+465.4% |