Filed December 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,200 | $52,208-28.7% | $86,612-57.0% | $74,419-50.0% |
| Participation rate | 23.0% | 66.3%-43.3pp | 71.7%-48.7pp | 70.7%-47.7pp |
| Annual return | 15.41% | 44.46%-29.0pp | 591.07%-575.7pp | 34.38%-19.0pp |
| Employer contribution / active EE | $568 | $2,282-75.1% | $3,022-81.2% | $2,637-78.5% |
| Participant deferral / active EE | $980 | $3,383-71.0% | $4,438-77.9% | $4,528-78.4% |
| Admin fee / account holder | $3,814 | $319+1096.0% | $5,614-32.1% | $348+996.3% |