Filed October 17, 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 | $29,960 | $76,000-60.6% | $154,107-80.6% | $64,186-53.3% |
| Participation rate | 52.2% | 70.4%-18.2pp | 83.0%-30.8pp | 69.6%-17.3pp |
| Annual return | -6.61% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $542 | $3,351-83.8% | $5,298-89.8% | $2,381-77.2% |
| Participant deferral / active EE | $1,291 | $3,175-59.3% | $5,081-74.6% | $3,470-62.8% |
| Admin fee / account holder | $3,796 | $5,596-32.2% | $13,411-71.7% | $4,888-22.3% |