Filed March 1, 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 9-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 | $54,694 | $86,944-37.1% | $107,525-49.1% | $74,304-26.4% |
| Participation rate | 38.8% | 59.6%-20.8pp | 75.1%-36.3pp | 60.3%-21.6pp |
| Annual return | 13.24% | 23.52%-10.3pp | 181.32%-168.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $990 | $2,757-64.1% | $3,754-73.6% | $2,241-55.8% |
| Participant deferral / active EE | $1,567 | $3,554-55.9% | $5,116-69.4% | $3,767-58.4% |
| Admin fee / account holder | $2,823 | $3,727-24.2% | $8,919-68.3% | $2,969-4.9% |