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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,992 | $65,908-36.3% | $81,812-48.7% | $77,643-45.9% |
| Participation rate | 26.0% | 65.8%-39.8pp | 72.3%-46.4pp | 70.6%-44.6pp |
| Annual return | 10.99% | 26.64%-15.7pp | 773.79%-762.8pp | 31.24%-20.3pp |
| Employer contribution / active EE | $615 | $2,370-74.1% | $2,912-78.9% | $2,726-77.4% |
| Participant deferral / active EE | $1,031 | $3,505-70.6% | $4,319-76.1% | $4,647-77.8% |
| Admin fee / account holder | $1,800 | $526+241.9% | $7,386-75.6% | $430+318.1% |