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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,009 | $57,016-71.9% | $84,966-81.2% | $80,856-80.2% |
| Participation rate | 38.2% | 56.3%-18.2pp | 67.5%-29.3pp | 67.6%-29.5pp |
| Annual return | 14.23% | 21.66%-7.4pp | 66.38%-52.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,396 | $1,798-22.3% | $2,727-48.8% | $2,755-49.3% |
| Participant deferral / active EE | $3,888 | $3,110+25.0% | $4,519-14.0% | $4,296-9.5% |
| Admin fee / account holder | $5,803 | $4,980+16.5% | $6,149-5.6% | $6,918-16.1% |