Filed June 17, 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 | $89,043 | $102,604-13.2% | $86,188+3.3% | $139,434-36.1% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 13.13% | 1922.51%-1909.4pp | 1168.45%-1155.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $951 | $3,032-68.6% | $2,380-60.0% | $4,751-80.0% |
| Participant deferral / active EE | $2,437 | $4,676-47.9% | $3,985-38.9% | $6,710-63.7% |
| Admin fee / account holder | $4,754 | $8,657-45.1% | $6,852-30.6% | $11,403-58.3% |