Filed December 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,904 | $172,111-92.5% | $150,298-91.4% | $137,256-90.6% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 9.08% | 69.37%-60.3pp | 62.79%-53.7pp | 220.34%-211.3pp |
| Employer contribution / active EE | $863 | $4,636-81.4% | $4,154-79.2% | $4,156-79.2% |
| Participant deferral / active EE | $863 | $6,166-86.0% | $5,453-84.2% | $6,407-86.5% |
| Admin fee / account holder | $2,277 | $16,471-86.2% | $14,116-83.9% | $12,270-81.4% |