Filed May 6, 2012 (most recent of 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,670 | $54,701+78.6% | $86,188+13.3% | $71,457+36.7% |
| Participation rate | 40.7% | 60.1%-19.4pp | 69.0%-28.3pp | 67.9%-27.2pp |
| Annual return | 16.77% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $310 | $1,265-75.5% | $2,380-87.0% | $2,588-88.0% |
| Participant deferral / active EE | $2,624 | $3,108-15.6% | $3,985-34.2% | $4,289-38.8% |
| Admin fee / account holder | $5,171 | $1,922+169.1% | $6,852-24.5% | $1,587+225.8% |