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 | $614,090 | $96,635+535.5% | $86,612+609.0% | $139,434+340.4% |
| Participation rate | 41.7% | 74.4%-32.7pp | 71.7%-30.0pp | 80.3%-38.7pp |
| Annual return | 19.17% | 106.41%-87.2pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $13,477 | $3,263+313.0% | $3,022+345.9% | $4,751+183.7% |
| Participant deferral / active EE | $10,770 | $4,836+122.7% | $4,438+142.7% | $6,710+60.5% |
| Admin fee / account holder | $3,883 | $6,408-39.4% | $5,614-30.8% | $11,403-65.9% |