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 | $250,440 | $96,635+159.2% | $86,612+189.2% | $139,434+79.6% |
| Participation rate | 65.2% | 74.4%-9.2pp | 71.7%-6.5pp | 80.3%-15.1pp |
| Annual return | 19.50% | 106.41%-86.9pp | 591.07%-571.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,489 | $3,263-54.4% | $3,022-50.7% | $4,751-68.7% |
| Participant deferral / active EE | $7,870 | $4,836+62.7% | $4,438+77.4% | $6,710+17.3% |
| Admin fee / account holder | $10,872 | $6,408+69.7% | $5,614+93.7% | $11,403-4.6% |