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 | $265,996 | $99,020+168.6% | $86,590+207.2% | $147,584+80.2% |
| Participation rate | 11.8% | 76.3%-64.6pp | 73.5%-61.8pp | 82.8%-71.1pp |
| Annual return | 18.09% | 1312.34%-1294.2pp | 964.84%-946.7pp | 578.55%-560.5pp |
| Employer contribution / active EE | $428 | $3,132-86.3% | $2,839-84.9% | $4,876-91.2% |
| Participant deferral / active EE | $866 | $3,972-78.2% | $3,609-76.0% | $5,439-84.1% |
| Admin fee / account holder | $1,114 | $5,710-80.5% | $4,906-77.3% | $10,885-89.8% |