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 | $55,823 | $27,915+100.0% | $58,482-4.5% | $75,163-25.7% |
| Participation rate | 52.8% | 38.8%+13.9pp | 50.9%+1.9pp | 67.2%-14.4pp |
| Annual return | 20.95% | 44.20%-23.3pp | 4239.32%-4218.4pp | 160.62%-139.7pp |
| Employer contribution / active EE | $58 | $669-91.3% | $1,053-94.5% | $2,670-97.8% |
| Participant deferral / active EE | $1,791 | $1,201+49.1% | $1,924-6.9% | $4,125-56.6% |
| Admin fee / account holder | $3,646 | $1,726+111.3% | $2,516+44.9% | $5,651-35.5% |