Filed April 4, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,044 | $88,751+2.6% | $81,812+11.3% | $145,922-37.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.94% | 1025.40%-1012.5pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,380 | $3,083-22.8% | $2,912-18.3% | $4,660-48.9% |
| Participant deferral / active EE | $5,375 | $4,643+15.8% | $4,319+24.5% | $6,688-19.6% |
| Admin fee / account holder | $13,232 | $8,415+57.2% | $7,386+79.2% | $13,397-1.2% |