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 | $50,640 | $65,041-22.1% | $90,951-44.3% | $79,858-36.6% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.0%-7.6pp | 69.6%-8.2pp |
| Annual return | 14.33% | 30.45%-16.1pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $380 | $1,247-69.6% | $2,122-82.1% | $2,471-84.6% |
| Participant deferral / active EE | $2,580 | $2,512+2.7% | $3,373-23.5% | $3,740-31.0% |
| Admin fee / account holder | $6,648 | $4,536+46.6% | $5,959+11.6% | $5,306+25.3% |