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 | $38,658 | $73,867-47.7% | $143,757-73.1% | $68,494-43.6% |
| Participation rate | 47.8% | 66.7%-18.9pp | 80.3%-32.5pp | 67.9%-20.1pp |
| Annual return | -12.78% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $707 | $3,184-77.8% | $4,951-85.7% | $2,596-72.8% |
| Participant deferral / active EE | $2,624 | $3,384-22.5% | $5,637-53.4% | $4,027-34.8% |
| Admin fee / account holder | $17,663 | $5,755+206.9% | $14,673+20.4% | $5,403+226.9% |