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.
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 | $80,123 | $78,422+2.2% | $95,952-16.5% | $79,858+0.3% |
| Participation rate | 33.8% | 73.5%-39.6pp | 77.1%-43.2pp | 69.6%-35.8pp |
| Annual return | 6.09% | 19.37%-13.3pp | 91.61%-85.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,639 | $3,440-52.3% | $4,167-60.7% | $3,740-56.2% |
| Admin fee / account holder | $4,098 | $5,622-27.1% | $6,795-39.7% | $5,306-22.8% |