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 | $25,424 | $65,557-61.2% | $64,056-60.3% | $71,457-64.4% |
| Participation rate | 48.3% | 73.2%-24.8pp | 72.3%-24.0pp | 67.9%-19.6pp |
| Annual return | 13.27% | 18.94%-5.7pp | 33.69%-20.4pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,053 | $2,669-60.5% | $2,747-61.7% | $2,588-59.3% |
| Participant deferral / active EE | $2,303 | $3,626-36.5% | $3,880-40.6% | $4,289-46.3% |
| Admin fee / account holder | $26 | $616-95.7% | $3,068-99.1% | $1,587-98.3% |