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 | $31,377 | $79,944-60.8% | $98,439-68.1% | $75,163-58.3% |
| Participation rate | 67.7% | 70.4%-2.6pp | 75.2%-7.4pp | 67.2%+0.6pp |
| Annual return | 4.75% | 19.75%-15.0pp | 21.16%-16.4pp | 160.62%-155.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,883 | $3,752+3.5% | $4,738-18.0% | $4,125-5.9% |
| Admin fee / account holder | $2,624 | $6,840-61.6% | $8,948-70.7% | $5,651-53.6% |