Filed March 23, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,950 | $61,272+12.5% | $149,673-53.9% | $71,457-3.5% |
| Participation rate | 38.0% | 62.5%-24.5pp | 78.8%-40.8pp | 67.9%-29.9pp |
| Annual return | 15.70% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,340 | $2,917+14.5% | $5,680-41.2% | $4,289-22.1% |
| Admin fee / account holder | $2,383 | $1,261+89.0% | $13,210-82.0% | $1,587+50.2% |