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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,972 | $100,041-62.0% | $149,718-74.6% | $70,131-45.9% |
| Participation rate | 31.7% | 83.6%-51.8pp | 87.1%-55.3pp | 69.5%-37.8pp |
| Annual return | 17.49% | 27.43%-9.9pp | 1501.63%-1484.1pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $572 | $4,983-88.5% | $6,569-91.3% | $3,332-82.8% |
| Admin fee / account holder | $514 | $8,286-93.8% | $11,283-95.4% | $4,645-88.9% |