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 | $48,979 | $91,190-46.3% | $178,490-72.6% | $79,858-38.7% |
| Participation rate | 45.2% | 69.2%-24.0pp | 81.9%-36.7pp | 69.6%-24.4pp |
| Annual return | 11.46% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $592 | $3,256-81.8% | $5,011-88.2% | $2,471-76.0% |
| Participant deferral / active EE | $1,678 | $3,236-48.1% | $5,202-67.7% | $3,740-55.1% |
| Admin fee / account holder | $1,557 | $6,751-76.9% | $13,984-88.9% | $5,306-70.7% |