Filed August 23, 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 | $356,447 | $95,266+274.2% | $82,389+332.6% | $142,382+150.3% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.5%-15.7pp | 80.1%-26.3pp |
| Annual return | 13.13% | 25.74%-12.6pp | 28.67%-15.5pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,347 | $2,991-21.5% | $2,517-6.8% | $4,299-45.4% |
| Participant deferral / active EE | $6,412 | $4,809+33.3% | $4,155+54.3% | $6,507-1.5% |
| Admin fee / account holder | $26,135 | $8,563+205.2% | $7,231+261.4% | $12,624+107.0% |