Filed March 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.
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 | $16,207 | $76,000-78.7% | $154,107-89.5% | $64,186-74.7% |
| Participation rate | 48.0% | 70.4%-22.4pp | 83.0%-35.0pp | 69.6%-21.6pp |
| Annual return | -9.21% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $495 | $3,351-85.2% | $5,298-90.7% | $2,381-79.2% |
| Participant deferral / active EE | $1,728 | $3,175-45.6% | $5,081-66.0% | $3,470-50.2% |
| Admin fee / account holder | $845 | $5,596-84.9% | $13,411-93.7% | $4,888-82.7% |