Filed April 21, 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.
Participant 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,372 | $109,881-61.4% | $150,045-71.8% | $84,808-50.0% |
| Participation rate | 63.4% | 76.1%-12.7pp | 82.3%-18.9pp | 68.3%-4.9pp |
| Annual return | 14.86% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,328 | $3,561-34.6% | $4,693-50.4% | $2,631-11.5% |
| Participant deferral / active EE | $2,178 | $6,636-67.2% | $7,997-72.8% | $4,212-48.3% |
| Admin fee / account holder | $2,983 | $8,568-65.2% | $13,435-77.8% | $7,344-59.4% |