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 | $47,967 | $110,094-56.4% | $151,611-68.4% | $68,494-30.0% |
| Participation rate | 60.4% | 84.0%-23.5pp | 87.5%-27.1pp | 67.9%-7.5pp |
| Annual return | -16.14% | -10.12%-6.0pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,850 | $4,471-58.6% | $6,166-70.0% | $2,596-28.8% |
| Participant deferral / active EE | $2,591 | $6,527-60.3% | $8,363-69.0% | $4,027-35.7% |
| Admin fee / account holder | $2,104 | $7,719-72.7% | $11,616-81.9% | $5,403-61.1% |