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 | $41,764 | $81,248-48.6% | $155,509-73.1% | $80,856-48.3% |
| Participation rate | 36.6% | 66.2%-29.6pp | 78.2%-41.6pp | 67.6%-31.0pp |
| Annual return | 11.92% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $607 | $3,100-80.4% | $4,672-87.0% | $2,755-78.0% |
| Participant deferral / active EE | $1,251 | $3,452-63.7% | $5,626-77.8% | $4,296-70.9% |
| Admin fee / account holder | $8,264 | $7,997+3.3% | $15,912-48.1% | $6,918+19.5% |