Filed August 21, 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 | $41,174 | $54,541-24.5% | $78,778-47.7% | $70,131-41.3% |
| Participation rate | 66.7% | 60.8%+5.9pp | 69.2%-2.5pp | 69.5%-2.9pp |
| Annual return | 15.88% | 21.07%-5.2pp | 35.62%-19.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $466 | $1,089-57.2% | $1,986-76.5% | $2,342-80.1% |
| Participant deferral / active EE | $3,255 | $2,210+47.3% | $2,958+10.0% | $3,332-2.3% |
| Admin fee / account holder | $5,085 | $3,709+37.1% | $5,134-1.0% | $4,645+9.5% |