Filed February 8, 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 7-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 | $19,919 | $42,894-53.6% | $60,874-67.3% | $68,494-70.9% |
| Participation rate | 37.3% | 66.8%-29.5pp | 73.1%-35.8pp | 67.9%-30.6pp |
| Annual return | -18.60% | -13.98%-4.6pp | 16.90%-35.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $644 | $1,978-67.4% | $2,701-76.2% | $2,596-75.2% |
| Participant deferral / active EE | $1,342 | $2,867-53.2% | $3,817-64.9% | $4,027-66.7% |
| Admin fee / account holder | $1,761 | $3,101-43.2% | $3,224-45.4% | $5,403-67.4% |