Filed April 3, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,161 | $89,753-12.9% | $107,525-27.3% | $84,808-7.8% |
| Participation rate | 45.2% | 68.1%-22.9pp | 75.1%-29.9pp | 68.3%-23.1pp |
| Annual return | 10.12% | 29.48%-19.4pp | 181.32%-171.2pp | 40.90%-30.8pp |
| Employer contribution / active EE | $453 | $3,113-85.4% | $3,754-87.9% | $2,631-82.8% |
| Participant deferral / active EE | $1,793 | $4,056-55.8% | $5,116-64.9% | $4,212-57.4% |
| Admin fee / account holder | $6,357 | $7,222-12.0% | $8,919-28.7% | $7,344-13.4% |