Filed November 30, 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.
Participant 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.
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 | $27,661 | $87,013-68.2% | $106,213-74.0% | $80,856-65.8% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.6%-16.0pp |
| Annual return | 7.58% | 17.05%-9.5pp | 116.14%-108.6pp | 35.59%-28.0pp |
| Employer contribution / active EE | $799 | $2,395-66.7% | $3,171-74.8% | $2,755-71.0% |
| Participant deferral / active EE | $1,259 | $3,986-68.4% | $5,016-74.9% | $4,296-70.7% |
| Admin fee / account holder | $10,339 | $8,431+22.6% | $11,033-6.3% | $6,918+49.5% |