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 | $38,716 | $77,899-50.3% | $149,673-74.1% | $75,163-48.5% |
| Participation rate | 41.4% | 65.6%-24.2pp | 78.8%-37.4pp | 67.2%-25.8pp |
| Annual return | 13.22% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $925 | $3,137-70.5% | $4,818-80.8% | $2,670-65.3% |
| Participant deferral / active EE | $1,704 | $3,411-50.0% | $5,680-70.0% | $4,125-58.7% |
| Admin fee / account holder | $15,212 | $5,956+155.4% | $13,210+15.2% | $5,651+169.2% |