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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,774 | $73,867-44.8% | $143,757-71.6% | $68,494-40.5% |
| Participation rate | 44.8% | 66.7%-21.8pp | 80.3%-35.5pp | 67.9%-23.1pp |
| Annual return | -16.13% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $941 | $3,184-70.5% | $4,951-81.0% | $2,596-63.8% |
| Participant deferral / active EE | $1,611 | $3,384-52.4% | $5,637-71.4% | $4,027-60.0% |
| Admin fee / account holder | $8,877 | $5,755+54.3% | $14,673-39.5% | $5,403+64.3% |