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 | $8,960 | $91,190-90.2% | $178,490-95.0% | $79,858-88.8% |
| Participation rate | 33.9% | 69.2%-35.3pp | 81.9%-48.0pp | 69.6%-35.7pp |
| Annual return | 25.15% | 24.19%+1.0pp | 151.07%-125.9pp | 31.71%-6.6pp |
| Employer contribution / active EE | $873 | $3,256-73.2% | $5,011-82.6% | $2,471-64.7% |
| Participant deferral / active EE | $1,153 | $3,236-64.4% | $5,202-77.8% | $3,740-69.2% |
| Admin fee / account holder | $330 | $6,751-95.1% | $13,984-97.6% | $5,306-93.8% |