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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,424 | $80,968-1.9% | $96,544-17.7% | $75,163+5.7% |
| Participation rate | 35.5% | 71.8%-36.3pp | 76.0%-40.5pp | 67.2%-31.7pp |
| Annual return | 10.77% | 27.06%-16.3pp | 25.84%-15.1pp | 160.62%-149.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,368 | $3,928-65.2% | $4,851-71.8% | $4,125-66.8% |
| Admin fee / account holder | $854 | $6,724-87.3% | $8,252-89.7% | $5,651-84.9% |