Filed January 22, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,478 | $72,277+61.2% | $101,248+15.0% | $79,858+45.9% |
| Participation rate | 46.3% | 68.5%-22.1pp | 75.8%-29.5pp | 69.6%-23.3pp |
| Annual return | 6.25% | 22.30%-16.0pp | 46.47%-40.2pp | 31.71%-25.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,701 | $3,282+165.1% | $4,370+99.1% | $3,740+132.6% |
| Admin fee / account holder | $25,460 | $4,400+478.6% | $5,945+328.2% | $5,306+379.8% |