Filed December 28, 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,271 | $60,349+51.2% | $74,183+23.0% | $62,891+45.1% |
| Participation rate | 0.0% | 72.7%-72.7pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 4.29% | 21.37%-17.1pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,489 | $1,680-11.4% | $2,370-37.2% | $2,281-34.7% |
| Participant deferral / active EE | $3,422 | $2,856+19.8% | $3,550-3.6% | $3,203+6.9% |
| Admin fee / account holder | $367 | $4,261-91.4% | $5,586-93.4% | $4,296-91.5% |