Filed December 2, 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 | $255,061 | $102,966+147.7% | $90,281+182.5% | $152,861+66.9% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.4%-24.1pp |
| Annual return | 11.96% | 95.16%-83.2pp | 78.10%-66.1pp | 345.32%-333.4pp |
| Employer contribution / active EE | $10,568 | $3,139+236.7% | $2,854+270.2% | $4,762+121.9% |
| Participant deferral / active EE | $8,210 | $4,281+91.8% | $3,885+111.3% | $5,850+40.3% |
| Admin fee / account holder | $108,681 | $6,171+1661.3% | $5,351+1931.0% | $11,596+837.2% |