Filed March 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,993 | $45,152+12.9% | $73,843-30.9% | $59,632-14.5% |
| Participation rate | 59.4% | 64.0%-4.6pp | 73.4%-14.1pp | 68.7%-9.3pp |
| Annual return | 0.66% | 27.40%-26.7pp | 2267.84%-2267.2pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $1,021 | $1,902-46.3% | $2,787-63.4% | $2,203-53.7% |
| Participant deferral / active EE | $2,847 | $2,574+10.6% | $3,583-20.6% | $3,192-10.8% |
| Admin fee / account holder | $3,651 | $3,516+3.8% | $4,880-25.2% | $4,297-15.0% |