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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,899 | $81,248-55.8% | $155,509-76.9% | $80,856-55.6% |
| Participation rate | 21.7% | 66.2%-44.5pp | 78.2%-56.5pp | 67.6%-46.0pp |
| Annual return | 12.34% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $503 | $3,100-83.8% | $4,672-89.2% | $2,755-81.8% |
| Participant deferral / active EE | $879 | $3,452-74.5% | $5,626-84.4% | $4,296-79.5% |
| Admin fee / account holder | $786 | $7,997-90.2% | $15,912-95.1% | $6,918-88.6% |