Filed July 1, 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 8-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.)
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 | $5,938 | $85,202-93.0% | $172,739-96.6% | $72,985-91.9% |
| Participation rate | 40.6% | 70.1%-29.4pp | 82.6%-42.0pp | 69.5%-28.9pp |
| Annual return | 82.21% | 27.32%+54.9pp | 802.84%-720.6pp | 81.00%+1.2pp |
| Employer contribution / active EE | $826 | $3,324-75.2% | $5,143-83.9% | $2,440-66.2% |
| Participant deferral / active EE | $1,276 | $3,260-60.9% | $5,198-75.5% | $3,607-64.6% |
| Admin fee / account holder | $462 | $5,884-92.1% | $13,954-96.7% | $5,124-91.0% |