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 | $68,587 | $48,335+41.9% | $121,098-43.4% | $71,457-4.0% |
| Participation rate | 63.7% | 54.3%+9.5pp | 69.5%-5.8pp | 67.9%-4.2pp |
| Annual return | 13.52% | 23.32%-9.8pp | 985.75%-972.2pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,428 | $1,489-4.1% | $4,164-65.7% | $2,588-44.8% |
| Participant deferral / active EE | $3,160 | $2,754+14.8% | $4,080-22.5% | $4,289-26.3% |
| Admin fee / account holder | $7,743 | $1,841+320.7% | $5,644+37.2% | $1,587+387.8% |