Filed December 19, 2011 (most recent of 2 filings on file)
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 | $66,819 | $60,892+9.7% | $82,389-18.9% | $84,808-21.2% |
| Participation rate | 69.4% | 63.3%+6.1pp | 69.5%-0.2pp | 68.3%+1.0pp |
| Annual return | 9.08% | 37.29%-28.2pp | 28.67%-19.6pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,300 | $1,779-26.9% | $2,517-48.4% | $2,631-50.6% |
| Participant deferral / active EE | $3,317 | $3,179+4.4% | $4,155-20.2% | $4,212-21.2% |
| Admin fee / account holder | $87,230 | $5,467+1495.5% | $7,231+1106.4% | $7,344+1087.8% |