Filed October 10, 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 5-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,699 | $61,272-94.0% | $149,673-97.5% | $71,457-94.8% |
| Participation rate | 40.3% | 62.5%-22.2pp | 78.8%-38.5pp | 67.9%-27.6pp |
| Annual return | 8.46% | 35.85%-27.4pp | 134.42%-126.0pp | 28.85%-20.4pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,056 | $2,917-63.8% | $5,680-81.4% | $4,289-75.4% |
| Admin fee / account holder | $131 | $1,261-89.6% | $13,210-99.0% | $1,587-91.7% |