Filed August 3, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,129 | $91,407+75.2% | $135,903+17.8% | $71,457+124.1% |
| Participation rate | 66.4% | 75.7%-9.3pp | 81.9%-15.5pp | 67.9%-1.5pp |
| Annual return | 15.45% | 29.90%-14.4pp | 68.23%-52.8pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,518 | $3,703-59.0% | $4,856-68.7% | $2,588-41.3% |
| Participant deferral / active EE | $5,687 | $7,092-19.8% | $7,758-26.7% | $4,289+32.6% |
| Admin fee / account holder | $1,780 | $1,266+40.7% | $10,762-83.5% | $1,587+12.2% |