Filed July 9, 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 | $68,970 | $138,347-50.1% | $184,203-62.6% | $80,856-14.7% |
| Participation rate | 69.4% | 83.9%-14.4pp | 86.8%-17.4pp | 67.6%+1.8pp |
| Annual return | 16.21% | 20.02%-3.8pp | 28.81%-12.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,502 | $4,850-48.4% | $6,427-61.1% | $2,755-9.2% |
| Participant deferral / active EE | $4,093 | $7,071-42.1% | $9,131-55.2% | $4,296-4.7% |
| Admin fee / account holder | $2,225 | $10,483-78.8% | $13,901-84.0% | $6,918-67.8% |