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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,175 | $77,899-48.4% | $149,673-73.2% | $75,163-46.5% |
| Participation rate | 37.3% | 65.6%-28.3pp | 78.8%-41.5pp | 67.2%-29.9pp |
| Annual return | 14.99% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $359 | $3,137-88.5% | $4,818-92.5% | $2,670-86.5% |
| Participant deferral / active EE | $1,026 | $3,411-69.9% | $5,680-81.9% | $4,125-75.1% |
| Admin fee / account holder | $1,131 | $5,956-81.0% | $13,210-91.4% | $5,651-80.0% |