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 | $507,463 | $92,703+447.4% | $82,719+513.5% | $134,475+277.4% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | 35.36% | 944.92%-909.6pp | 701.18%-665.8pp | 417.96%-382.6pp |
| Employer contribution / active EE | $12,003 | $3,274+266.6% | $3,009+298.9% | $4,740+153.2% |
| Participant deferral / active EE | $8,980 | $4,802+87.0% | $4,395+104.3% | $6,400+40.3% |
| Admin fee / account holder | $1,225 | $5,983-79.5% | $5,329-77.0% | $11,426-89.3% |