Filed November 15, 2011 (most recent of 2 filings on file)
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 | $138,534 | $67,894+104.0% | $89,340+55.1% | $82,448+68.0% |
| Participation rate | 61.0% | 64.0%-3.1pp | 69.6%-8.6pp | 68.1%-7.1pp |
| Annual return | 11.32% | 19.21%-7.9pp | 20.57%-9.3pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,653 | $1,828-9.5% | $2,231-25.9% | $2,551-35.2% |
| Participant deferral / active EE | $4,792 | $3,072+56.0% | $3,823+25.4% | $4,139+15.8% |
| Admin fee / account holder | $2,547 | $5,723-55.5% | $6,704-62.0% | $7,234-64.8% |