Filed May 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,413 | $39,019+62.5% | $80,716-21.4% | $85,850-26.1% |
| Participation rate | 60.0% | 41.5%+18.5pp | 54.2%+5.8pp | 69.3%-9.3pp |
| Annual return | 14.36% | 26.27%-11.9pp | 87.28%-72.9pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $982 | $1,326-25.9% | $2,146-54.2% | $3,952-75.2% |
| Admin fee / account holder | $2,876 | $2,431+18.3% | $3,380-14.9% | $6,260-54.0% |