Filed January 27, 2012 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,075 | $61,272-65.6% | $149,673-85.9% | $71,457-70.5% |
| Participation rate | 37.3% | 62.5%-25.2pp | 78.8%-41.5pp | 67.9%-30.7pp |
| Annual return | 14.74% | 35.85%-21.1pp | 134.42%-119.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $524 | $2,378-78.0% | $4,818-89.1% | $2,588-79.7% |
| Participant deferral / active EE | $479 | $2,917-83.6% | $5,680-91.6% | $4,289-88.8% |
| Admin fee / account holder | $720 | $1,261-42.9% | $13,210-94.6% | $1,587-54.7% |