Filed September 11, 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 | $72,842 | $70,756+2.9% | $65,493+11.2% | $142,382-48.8% |
| Participation rate | 30.0% | 77.4%-47.4pp | 73.1%-43.1pp | 80.1%-50.1pp |
| Annual return | 7.48% | 1754.89%-1747.4pp | 982.45%-975.0pp | 217.08%-209.6pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,900 | $4,637-37.5% | $3,961-26.8% | $6,507-55.4% |
| Admin fee / account holder | $92,040 | $6,559+1303.2% | $5,028+1730.5% | $12,624+629.1% |