Filed March 28, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,198 | $76,050-22.2% | $96,544-38.7% | $71,457-17.2% |
| Participation rate | 17.6% | 74.4%-56.8pp | 76.0%-58.4pp | 67.9%-50.4pp |
| Annual return | 16.73% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $869 | $4,215-79.4% | $4,851-82.1% | $4,289-79.7% |
| Admin fee / account holder | $1,644 | $2,707-39.3% | $8,252-80.1% | $1,587+3.6% |