Filed December 2, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,625 | $58,512-30.6% | $84,015-51.6% | $72,985-44.3% |
| Participation rate | 69.5% | 61.2%+8.3pp | 69.0%+0.5pp | 69.5%0pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $362 | $1,163-68.8% | $1,983-81.7% | $2,440-85.2% |
| Participant deferral / active EE | $3,623 | $2,394+51.3% | $3,239+11.9% | $3,607+0.4% |
| Admin fee / account holder | $1,401 | $4,569-69.3% | $6,101-77.0% | $5,124-72.7% |