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 | $144,062 | $90,503+59.2% | $78,689+83.1% | $273,961-47.4% |
| Participation rate | 11.8% | 76.5%-64.8pp | 73.6%-61.8pp | 83.0%-71.3pp |
| Annual return | 4.81% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $433 | $3,176-86.4% | $2,851-84.8% | $4,869-91.1% |
| Participant deferral / active EE | $866 | $3,901-77.8% | $3,517-75.4% | $5,287-83.6% |
| Admin fee / account holder | $26,913 | $5,263+411.3% | $4,510+496.7% | $10,132+165.6% |