Filed December 27, 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.
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 | $77,738 | $94,529-17.8% | $140,016-44.5% | $64,186+21.1% |
| Participation rate | 35.6% | 84.1%-48.5pp | 87.5%-51.9pp | 69.6%-34.0pp |
| Annual return | -7.90% | 7.77%-15.7pp | 651.12%-659.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,001 | $3,812-21.3% | $5,606-46.5% | $2,381+26.1% |
| Participant deferral / active EE | $8,967 | $5,250+70.8% | $6,927+29.5% | $3,470+158.5% |
| Admin fee / account holder | $3,255 | $6,741-51.7% | $10,705-69.6% | $4,888-33.4% |