Filed June 24, 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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,180 | $85,202-92.7% | $172,739-96.4% | $72,985-91.5% |
| Participation rate | 23.6% | 70.1%-46.4pp | 82.6%-59.0pp | 69.5%-45.8pp |
| Annual return | 22.54% | 27.32%-4.8pp | 802.84%-780.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $490 | $3,260-85.0% | $5,198-90.6% | $3,607-86.4% |
| Admin fee / account holder | $394 | $5,884-93.3% | $13,954-97.2% | $5,124-92.3% |