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 | $73,027 | $176,662-58.7% | $130,648-44.1% | $152,861-52.2% |
| Participation rate | 60.0% | 79.0%-19.0pp | 71.7%-11.7pp | 82.4%-22.4pp |
| Annual return | 20.77% | 2692.24%-2671.5pp | 1708.96%-1688.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,953 | $5,742-66.0% | $4,092-52.3% | $4,762-59.0% |
| Participant deferral / active EE | $4,570 | $4,361+4.8% | $3,603+26.9% | $5,850-21.9% |
| Admin fee / account holder | $4,103 | $7,133-42.5% | $5,464-24.9% | $11,596-64.6% |