Filed December 2, 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 | $67,607 | $53,777+25.7% | $134,143-49.6% | $79,858-15.3% |
| Participation rate | 67.7% | 58.8%+9.0pp | 72.2%-4.4pp | 69.6%-1.9pp |
| Annual return | 10.06% | 19.01%-9.0pp | 36.33%-26.3pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,045 | $1,321-20.9% | $3,704-71.8% | $2,471-57.7% |
| Participant deferral / active EE | $2,086 | $2,420-13.8% | $3,499-40.4% | $3,740-44.2% |
| Admin fee / account holder | $1,773 | $3,984-55.5% | $6,684-73.5% | $5,306-66.6% |