Filed November 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 4-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 | $42,945 | $48,274-11.0% | $63,517-32.4% | $59,632-28.0% |
| Participation rate | 45.8% | 66.3%-20.5pp | 71.0%-25.2pp | 68.7%-22.8pp |
| Annual return | -0.53% | -240.79%+240.3pp | -70.30%+69.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,506 | $2,343-35.7% | $2,953-49.0% | $3,192-52.8% |
| Admin fee / account holder | $5,887 | $3,600+63.5% | $5,892-0.1% | $4,297+37.0% |