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 7-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,000 | $52,279-82.8% | $89,391-89.9% | $79,858-88.7% |
| Participation rate | 31.4% | 57.5%-26.1pp | 68.0%-36.6pp | 69.6%-38.2pp |
| Annual return | 186.97% | 22.16%+164.8pp | 245.62%-58.6pp | 31.71%+155.3pp |
| Employer contribution / active EE | $740 | $1,572-52.9% | $2,586-71.4% | $2,471-70.1% |
| Participant deferral / active EE | $1,868 | $2,740-31.8% | $3,890-52.0% | $3,740-50.1% |
| Admin fee / account holder | $545 | $3,356-83.8% | $4,881-88.8% | $5,306-89.7% |