Filed March 8, 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 | $115,472 | $100,041+15.4% | $149,718-22.9% | $70,131+64.7% |
| Participation rate | 58.0% | 83.6%-25.6pp | 87.1%-29.1pp | 69.5%-11.5pp |
| Annual return | 28.10% | 27.43%+0.7pp | 1501.63%-1473.5pp | 73.14%-45.0pp |
| Employer contribution / active EE | $1,261 | $3,662-65.6% | $5,445-76.8% | $2,342-46.2% |
| Participant deferral / active EE | $2,470 | $4,983-50.4% | $6,569-62.4% | $3,332-25.9% |
| Admin fee / account holder | $372 | $8,286-95.5% | $11,283-96.7% | $4,645-92.0% |