Filed March 27, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,872 | $91,190-51.9% | $178,490-75.4% | $79,858-45.1% |
| Participation rate | 9.8% | 69.2%-59.4pp | 81.9%-72.2pp | 69.6%-59.9pp |
| Annual return | 16.78% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $558 | $3,236-82.8% | $5,202-89.3% | $3,740-85.1% |
| Admin fee / account holder | $1,565 | $6,751-76.8% | $13,984-88.8% | $5,306-70.5% |