Filed January 29, 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 | $111,568 | $56,054+99.0% | $171,082-34.8% | $62,891+77.4% |
| Participation rate | 68.2% | 62.9%+5.3pp | 76.7%-8.5pp | 69.3%-1.1pp |
| Annual return | 9.64% | 22.52%-12.9pp | 32.56%-22.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,894 | $1,731+67.2% | $4,002-27.7% | $2,281+26.9% |
| Participant deferral / active EE | $7,049 | $3,158+123.2% | $4,797+46.9% | $3,203+120.1% |
| Admin fee / account holder | $14,628 | $3,647+301.1% | $8,520+71.7% | $4,296+240.5% |