Filed October 4, 2012 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,825 | $138,347+9.0% | $184,203-18.1% | $80,856+86.5% |
| Participation rate | 69.9% | 83.9%-14.0pp | 86.8%-17.0pp | 67.6%+2.2pp |
| Annual return | 10.14% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,620 | $4,850-25.4% | $6,427-43.7% | $2,755+31.4% |
| Participant deferral / active EE | $5,913 | $7,071-16.4% | $9,131-35.2% | $4,296+37.6% |
| Admin fee / account holder | $12,551 | $10,483+19.7% | $13,901-9.7% | $6,918+81.4% |