Filed September 12, 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 | $98,087 | $110,094-10.9% | $151,611-35.3% | $68,494+43.2% |
| Participation rate | 64.3% | 84.0%-19.7pp | 87.5%-23.2pp | 67.9%-3.6pp |
| Annual return | -20.32% | -10.12%-10.2pp | 3.33%-23.6pp | -7.84%-12.5pp |
| Employer contribution / active EE | $3,237 | $4,471-27.6% | $6,166-47.5% | $2,596+24.7% |
| Participant deferral / active EE | $5,995 | $6,527-8.2% | $8,363-28.3% | $4,027+48.9% |
| Admin fee / account holder | $38,015 | $7,719+392.5% | $11,616+227.3% | $5,403+603.6% |