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 | $367,352 | $109,817+234.5% | $98,442+273.2% | $167,490+119.3% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 18.23% | 1956.69%-1938.5pp | 1492.73%-1474.5pp | 478.56%-460.3pp |
| Employer contribution / active EE | $11,335 | $3,224+251.6% | $2,960+283.0% | $4,837+134.3% |
| Participant deferral / active EE | $8,956 | $4,673+91.7% | $4,276+109.4% | $6,341+41.2% |
| Admin fee / account holder | $32,799 | $6,753+385.7% | $5,949+451.3% | $12,309+166.5% |