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 | $175,480 | $101,317+73.2% | $146,958+19.4% | $74,495+135.6% |
| Participation rate | 63.2% | 75.5%-12.3pp | 82.2%-18.9pp | 67.2%-4.0pp |
| Annual return | 11.24% | 8730.91%-8719.7pp | 418.34%-407.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,318 | $3,810-65.4% | $4,933-73.3% | $2,623-49.7% |
| Participant deferral / active EE | $5,996 | $7,303-17.9% | $8,070-25.7% | $4,346+38.0% |
| Admin fee / account holder | $16,302 | $1,739+837.5% | $12,998+25.4% | $1,942+739.6% |