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 | $33,673 | $73,867-54.4% | $143,757-76.6% | $68,494-50.8% |
| Participation rate | 47.3% | 66.7%-19.4pp | 80.3%-33.0pp | 67.9%-20.6pp |
| Annual return | -14.71% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $439 | $3,184-86.2% | $4,951-91.1% | $2,596-83.1% |
| Participant deferral / active EE | $1,548 | $3,384-54.2% | $5,637-72.5% | $4,027-61.6% |
| Admin fee / account holder | $627 | $5,755-89.1% | $14,673-95.7% | $5,403-88.4% |