Filed April 17, 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 | $36,471 | $81,208-55.1% | $98,907-63.1% | $79,858-54.3% |
| Participation rate | 65.5% | 72.5%-7.0pp | 76.0%-10.5pp | 69.6%-4.1pp |
| Annual return | 7.50% | 60.99%-53.5pp | 196.43%-188.9pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,676 | $1,960-14.5% | $2,689-37.7% | $2,471-32.2% |
| Participant deferral / active EE | $3,526 | $3,265+8.0% | $4,244-16.9% | $3,740-5.7% |
| Admin fee / account holder | $2,502 | $6,013-58.4% | $6,642-62.3% | $5,306-52.9% |