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 | $194,897 | $78,705+147.6% | $117,854+65.4% | $70,131+177.9% |
| Participation rate | 69.0% | 73.2%-4.2pp | 79.7%-10.7pp | 69.5%-0.6pp |
| Annual return | 15.71% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,675 | $3,297+102.4% | $4,482+48.9% | $3,332+100.3% |
| Admin fee / account holder | $17,309 | $5,065+241.7% | $8,020+115.8% | $4,645+272.6% |