Filed May 7, 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 | $42,405 | $111,754-62.1% | $103,333-59.0% | $145,922-70.9% |
| Participation rate | 54.2% | 77.9%-23.8pp | 74.5%-20.3pp | 80.3%-26.1pp |
| Annual return | 19.03% | 24.77%-5.7pp | 24.88%-5.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,543 | $4,212-63.4% | $3,868-60.1% | $4,660-66.9% |
| Participant deferral / active EE | $4,514 | $5,619-19.7% | $5,057-10.7% | $6,688-32.5% |
| Admin fee / account holder | $2,208 | $9,750-77.4% | $8,355-73.6% | $13,397-83.5% |