Filed January 22, 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 | $47,019 | $158,817-70.4% | $121,196-61.2% | $135,375-65.3% |
| Participation rate | 58.3% | 79.3%-21.0pp | 71.7%-13.4pp | 82.6%-24.3pp |
| Annual return | 11.22% | -0.64%+11.9pp | 16.93%-5.7pp | 519.73%-508.5pp |
| Employer contribution / active EE | $1,327 | $5,665-76.6% | $4,022-67.0% | $4,779-72.2% |
| Participant deferral / active EE | $4,356 | $4,005+8.8% | $3,344+30.3% | $5,609-22.3% |
| Admin fee / account holder | $2,716 | $6,512-58.3% | $5,019-45.9% | $10,827-74.9% |