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 | $185,730 | $81,900+126.8% | $119,609+55.3% | $68,494+171.2% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -14.93% | -23.82%+8.9pp | -14.97%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,729 | $2,693-35.8% | $4,232-59.2% | $2,596-33.4% |
| Participant deferral / active EE | $6,143 | $4,148+48.1% | $5,602+9.7% | $4,027+52.5% |
| Admin fee / account holder | $38,706 | $6,582+488.1% | $10,323+274.9% | $5,403+616.4% |