Filed December 8, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $10,909 | $61,272-82.2% | $149,673-92.7% | $71,457-84.7% |
| Participation rate | 28.2% | 62.5%-34.3pp | 78.8%-50.5pp | 67.9%-39.7pp |
| Annual return | 9.19% | 35.85%-26.7pp | 134.42%-125.2pp | 28.85%-19.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,058 | $2,917-63.7% | $5,680-81.4% | $4,289-75.3% |
| Admin fee / account holder | $2,476 | $1,261+96.3% | $13,210-81.3% | $1,587+56.0% |