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 | $59,189 | $59,417-0.4% | $93,606-36.8% | $74,495-20.5% |
| Participation rate | 69.7% | 59.7%+10.1pp | 68.7%+1.0pp | 67.2%+2.5pp |
| Annual return | 13.12% | 81.83%-68.7pp | 133.20%-120.1pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,832 | $1,264+124.1% | $2,420+17.0% | $2,623+8.0% |
| Participant deferral / active EE | $5,372 | $3,050+76.1% | $4,411+21.8% | $4,346+23.6% |
| Admin fee / account holder | $12,633 | $3,021+318.1% | $8,285+52.5% | $1,942+550.6% |