Filed February 25, 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.
Employer 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 | $11,628 | $46,732-75.1% | $156,549-92.6% | $55,167-78.9% |
| Participation rate | 54.7% | 65.8%-11.1pp | 84.0%-29.3pp | 69.0%-14.2pp |
| Annual return | 14.83% | 17.72%-2.9pp | 32.23%-17.4pp | 169.23%-154.4pp |
| Employer contribution / active EE | $159 | $2,105-92.4% | $5,501-97.1% | $1,963-91.9% |
| Participant deferral / active EE | $1,168 | $2,204-47.0% | $4,871-76.0% | $3,054-61.8% |
| Admin fee / account holder | $3,648 | $418+771.9% | $13,027-72.0% | $504+623.9% |