Filed February 11, 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 | $48,865 | $95,416-48.8% | $185,823-73.7% | $85,850-43.1% |
| Participation rate | 48.6% | 68.8%-20.2pp | 81.7%-33.1pp | 69.3%-20.7pp |
| Annual return | 14.98% | 23.59%-8.6pp | 122.05%-107.1pp | 318.53%-303.6pp |
| Employer contribution / active EE | $563 | $3,314-83.0% | $5,167-89.1% | $2,565-78.0% |
| Participant deferral / active EE | $1,926 | $3,423-43.7% | $5,568-65.4% | $3,952-51.3% |
| Admin fee / account holder | $788 | $7,213-89.1% | $16,237-95.1% | $6,260-87.4% |