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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,099 | $95,416-42.3% | $185,823-70.3% | $85,850-35.8% |
| Participation rate | 40.3% | 68.8%-28.5pp | 81.7%-41.4pp | 69.3%-29.1pp |
| Annual return | 10.43% | 23.59%-13.2pp | 122.05%-111.6pp | 318.53%-308.1pp |
| Employer contribution / active EE | $589 | $3,314-82.2% | $5,167-88.6% | $2,565-77.0% |
| Participant deferral / active EE | $1,729 | $3,423-49.5% | $5,568-69.0% | $3,952-56.3% |
| Admin fee / account holder | $3,079 | $7,213-57.3% | $16,237-81.0% | $6,260-50.8% |