Filed March 20, 2011 (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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,111 | $87,841-63.4% | $133,980-76.0% | $62,891-48.9% |
| Participation rate | 39.3% | 83.4%-44.0pp | 87.1%-47.7pp | 69.3%-30.0pp |
| Annual return | 7.22% | 12.05%-4.8pp | 29.30%-22.1pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $440 | $4,812-90.9% | $6,282-93.0% | $3,203-86.3% |
| Admin fee / account holder | $3,533 | $5,371-34.2% | $9,324-62.1% | $4,296-17.7% |