Filed December 27, 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.
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 | $42,031 | $96,635-56.5% | $86,612-51.5% | $139,434-69.9% |
| Participation rate | 61.9% | 74.4%-12.5pp | 71.7%-9.8pp | 80.3%-18.4pp |
| Annual return | 10.40% | 106.41%-96.0pp | 591.07%-580.7pp | 372.94%-362.5pp |
| Employer contribution / active EE | $946 | $3,263-71.0% | $3,022-68.7% | $4,751-80.1% |
| Participant deferral / active EE | $2,939 | $4,836-39.2% | $4,438-33.8% | $6,710-56.2% |
| Admin fee / account holder | $777 | $6,408-87.9% | $5,614-86.2% | $11,403-93.2% |