Filed April 21, 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 | $271,009 | $109,817+146.8% | $98,442+175.3% | $167,490+61.8% |
| Participation rate | 65.0% | 75.8%-10.8pp | 73.3%-8.3pp | 82.1%-17.1pp |
| Annual return | 15.30% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,371 | $3,224-57.5% | $2,960-53.7% | $4,837-71.7% |
| Participant deferral / active EE | $7,418 | $4,673+58.7% | $4,276+73.5% | $6,341+17.0% |
| Admin fee / account holder | $1,207 | $6,753-82.1% | $5,949-79.7% | $12,309-90.2% |