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 | $223,303 | $91,552+143.9% | $133,956+66.7% | $79,858+179.6% |
| Participation rate | 63.1% | 73.3%-10.3pp | 79.8%-16.8pp | 69.6%-6.6pp |
| Annual return | 14.60% | 61.85%-47.2pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,437 | $2,384-39.7% | $3,919-63.3% | $2,471-41.8% |
| Participant deferral / active EE | $5,574 | $3,733+49.3% | $5,048+10.4% | $3,740+49.0% |
| Admin fee / account holder | $10,177 | $6,321+61.0% | $8,927+14.0% | $5,306+91.8% |