Filed May 21, 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.
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.)
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 | $8,794 | $157,256-94.4% | $141,162-93.8% | $152,861-94.2% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.4%-17.2pp |
| Annual return | 21.39% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $403 | $7,109-94.3% | $6,709-94.0% | $5,850-93.1% |
| Admin fee / account holder | $348 | $12,120-97.1% | $10,261-96.6% | $11,596-97.0% |