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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,252 | $66,098+32.0% | $101,794-14.3% | $74,304+17.4% |
| Participation rate | 43.5% | 53.8%-10.3pp | 69.2%-25.7pp | 60.3%-16.9pp |
| Annual return | 13.05% | 19.59%-6.5pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,074 | $2,781+10.5% | $4,084-24.7% | $3,767-18.4% |
| Admin fee / account holder | $20,192 | $4,146+387.0% | $8,777+130.1% | $2,969+580.1% |