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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,952 | $99,985+161.0% | $146,665+77.9% | $85,850+204.0% |
| Participation rate | 57.7% | 73.1%-15.3pp | 80.1%-22.3pp | 69.3%-11.6pp |
| Annual return | 16.12% | 18.93%-2.8pp | 22.74%-6.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,401 | $2,559-45.2% | $4,136-66.1% | $2,565-45.4% |
| Participant deferral / active EE | $5,308 | $4,006+32.5% | $5,506-3.6% | $3,952+34.3% |
| Admin fee / account holder | $4,197 | $7,702-45.5% | $10,280-59.2% | $6,260-32.9% |