Filed April 22, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,520 | $62,586-0.1% | $76,768-18.6% | $64,186-2.6% |
| Participation rate | 24.7% | 72.8%-48.1pp | 77.0%-52.2pp | 69.6%-44.8pp |
| Annual return | -4.69% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,332 | $3,145-57.6% | $3,852-65.4% | $3,470-61.6% |
| Admin fee / account holder | $13,320 | $4,667+185.4% | $6,675+99.6% | $4,888+172.5% |