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 | $53,824 | $58,512-8.0% | $84,015-35.9% | $72,985-26.3% |
| Participation rate | 62.0% | 61.2%+0.8pp | 69.0%-7.0pp | 69.5%-7.5pp |
| Annual return | 21.78% | 28.93%-7.1pp | 71.31%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $506 | $1,163-56.5% | $1,983-74.5% | $2,440-79.2% |
| Participant deferral / active EE | $3,392 | $2,394+41.7% | $3,239+4.7% | $3,607-6.0% |
| Admin fee / account holder | $3,837 | $4,569-16.0% | $6,101-37.1% | $5,124-25.1% |