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 | $55,617 | $70,428-21.0% | $96,562-42.4% | $85,850-35.2% |
| Participation rate | 68.4% | 61.8%+6.6pp | 69.8%-1.4pp | 69.3%-0.9pp |
| Annual return | 14.62% | 18.59%-4.0pp | 37.78%-23.2pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,135 | $1,413-19.7% | $2,356-51.8% | $2,565-55.7% |
| Participant deferral / active EE | $4,892 | $2,894+69.0% | $3,849+27.1% | $3,952+23.8% |
| Admin fee / account holder | $3,728 | $4,997-25.4% | $6,181-39.7% | $6,260-40.5% |