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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,034 | $91,190-76.9% | $178,490-88.2% | $79,858-73.7% |
| Participation rate | 28.0% | 69.2%-41.2pp | 81.9%-53.9pp | 69.6%-41.6pp |
| Annual return | 5.05% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $407 | $3,256-87.5% | $5,011-91.9% | $2,471-83.5% |
| Participant deferral / active EE | $796 | $3,236-75.4% | $5,202-84.7% | $3,740-78.7% |
| Admin fee / account holder | $3,675 | $6,751-45.6% | $13,984-73.7% | $5,306-30.7% |