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 | $101,759 | $59,417+71.3% | $93,606+8.7% | $74,495+36.6% |
| Participation rate | 38.1% | 59.7%-21.6pp | 68.7%-30.7pp | 67.2%-29.1pp |
| Annual return | 12.17% | 81.83%-69.7pp | 133.20%-121.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $334 | $1,264-73.6% | $2,420-86.2% | $2,623-87.3% |
| Participant deferral / active EE | $2,940 | $3,050-3.6% | $4,411-33.4% | $4,346-32.4% |
| Admin fee / account holder | $11,053 | $3,021+265.8% | $8,285+33.4% | $1,942+469.3% |