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 | $45,212 | $81,248-44.4% | $155,509-70.9% | $80,856-44.1% |
| Participation rate | 36.7% | 66.2%-29.6pp | 78.2%-41.5pp | 67.6%-31.0pp |
| Annual return | 10.21% | 33.31%-23.1pp | 64.67%-54.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $858 | $3,100-72.3% | $4,672-81.6% | $2,755-68.9% |
| Participant deferral / active EE | $1,548 | $3,452-55.2% | $5,626-72.5% | $4,296-64.0% |
| Admin fee / account holder | $3,647 | $7,997-54.4% | $15,912-77.1% | $6,918-47.3% |