Filed December 31, 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 9-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 | $60,074 | $138,065-56.5% | $123,544-51.4% | $135,375-55.6% |
| Participation rate | 60.9% | 84.7%-23.9pp | 82.3%-21.4pp | 82.6%-21.8pp |
| Annual return | -11.01% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,498 | $5,151-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $5,428 | $6,799-20.2% | $6,426-15.5% | $5,609-3.2% |
| Admin fee / account holder | $3,443 | $10,916-68.5% | $9,284-62.9% | $10,827-68.2% |