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 | $170,661 | $109,413+56.0% | $156,263+9.2% | $84,808+101.2% |
| Participation rate | 43.2% | 72.7%-29.5pp | 78.9%-35.7pp | 68.3%-25.1pp |
| Annual return | 15.42% | 20.18%-4.8pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,374 | $2,907-52.7% | $4,333-68.3% | $2,631-47.8% |
| Participant deferral / active EE | $5,023 | $4,590+9.4% | $6,158-18.4% | $4,212+19.3% |
| Admin fee / account holder | $4,782 | $9,357-48.9% | $14,255-66.5% | $7,344-34.9% |