Filed February 2, 2011
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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,386 | $58,828+57.0% | $77,999+18.4% | $62,891+46.9% |
| Participation rate | 62.7% | 71.1%-8.4pp | 75.5%-12.9pp | 69.3%-6.7pp |
| Annual return | 4.77% | 17.16%-12.4pp | 425.96%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,365 | $2,686+99.8% | $3,497+53.4% | $3,203+67.5% |
| Admin fee / account holder | $16,980 | $4,393+286.5% | $5,480+209.8% | $4,296+295.3% |