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 | $21,505 | $93,024-76.9% | $77,024-72.1% | $134,475-84.0% |
| Participation rate | 6.3% | 74.5%-68.2pp | 67.9%-61.7pp | 81.2%-75.0pp |
| Annual return | -17.36% | 62.60%-80.0pp | 42.32%-59.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,271 | $3,418-4.3% | $2,812+16.3% | $4,740-31.0% |
| Participant deferral / active EE | $7,869 | $5,238+50.2% | $4,426+77.8% | $6,400+23.0% |
| Admin fee / account holder | $4,225 | $6,944-39.2% | $5,425-22.1% | $11,426-63.0% |