Filed December 22, 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 | $72,628 | $81,248-10.6% | $155,509-53.3% | $80,856-10.2% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.0pp | 67.6%-10.5pp |
| Annual return | 8.28% | 33.31%-25.0pp | 64.67%-56.4pp | 35.59%-27.3pp |
| Employer contribution / active EE | $563 | $3,100-81.8% | $4,672-87.9% | $2,755-79.6% |
| Participant deferral / active EE | $2,491 | $3,452-27.8% | $5,626-55.7% | $4,296-42.0% |
| Admin fee / account holder | $15,510 | $7,997+93.9% | $15,912-2.5% | $6,918+124.2% |