Filed December 19, 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.
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 | $52,669 | $95,416-44.8% | $185,823-71.7% | $85,850-38.6% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 1.49% | 23.59%-22.1pp | 122.05%-120.6pp | 318.53%-317.0pp |
| Employer contribution / active EE | $834 | $3,314-74.8% | $5,167-83.9% | $2,565-67.5% |
| Participant deferral / active EE | $1,307 | $3,423-61.8% | $5,568-76.5% | $3,952-66.9% |
| Admin fee / account holder | $5,613 | $7,213-22.2% | $16,237-65.4% | $6,260-10.3% |