Filed January 31, 2012 (most recent of 3 filings on file)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,083 | $81,321+85.8% | $68,509+120.5% | $59,188+155.3% |
| Participation rate | 58.5% | 83.8%-25.3pp | 74.7%-16.2pp | 69.4%-10.9pp |
| Annual return | -0.37% | 4.65%-5.0pp | 8.27%-8.6pp | 5.51%-5.9pp |
| Employer contribution / active EE | $2,464 | $3,297-25.3% | $2,278+8.2% | $2,098+17.4% |
| Participant deferral / active EE | $4,938 | $4,592+7.5% | $3,382+46.0% | $3,265+51.3% |
| Admin fee / account holder | $0 | $62-100.0% | $5,275-100.0% | $92-100.0% |