Filed August 7, 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 9-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 | $16,040 | $48,046-66.6% | $84,611-81.0% | $72,985-78.0% |
| Participation rate | 54.7% | 57.6%-2.9pp | 68.2%-13.5pp | 69.5%-14.8pp |
| Annual return | 15409.88% | 37.38%+15372.5pp | 258.74%+15151.1pp | 81.00%+15328.9pp |
| Employer contribution / active EE | $1,853 | $1,602+15.7% | $2,652-30.1% | $2,440-24.0% |
| Participant deferral / active EE | $4,094 | $2,680+52.7% | $3,899+5.0% | $3,607+13.5% |
| Admin fee / account holder | $1,344 | $3,395-60.4% | $4,912-72.6% | $5,124-73.8% |