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 | $34,976 | $55,415-36.9% | $155,509-77.5% | $74,495-53.0% |
| Participation rate | 32.3% | 61.9%-29.6pp | 78.2%-45.9pp | 67.2%-34.9pp |
| Annual return | 12.87% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $387 | $2,267-82.9% | $4,672-91.7% | $2,623-85.3% |
| Participant deferral / active EE | $390 | $2,836-86.2% | $5,626-93.1% | $4,346-91.0% |
| Admin fee / account holder | $2,343 | $1,738+34.8% | $15,912-85.3% | $1,942+20.7% |