Filed January 3, 2012
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,582 | $60,989-64.6% | $60,874-64.5% | $66,914-67.7% |
| Participation rate | 67.5% | 74.5%-6.9pp | 73.1%-5.6pp | 69.8%-2.3pp |
| Annual return | -13.71% | -9.60%-4.1pp | 16.90%-30.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,013 | $2,661-61.9% | $2,701-62.5% | $2,544-60.2% |
| Participant deferral / active EE | $2,483 | $3,615-31.3% | $3,817-35.0% | $4,237-41.4% |
| Admin fee / account holder | $27 | $338-91.9% | $3,224-99.2% | $593-95.4% |