Filed March 20, 2011 (most recent of 4 filings on file)
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 | $61,107 | $148,978-59.0% | $200,582-69.5% | $84,808-27.9% |
| Participation rate | 61.3% | 84.2%-22.9pp | 86.9%-25.6pp | 68.3%-7.0pp |
| Annual return | 14.59% | 28.16%-13.6pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,384 | $4,815-50.5% | $6,419-62.9% | $2,631-9.4% |
| Participant deferral / active EE | $3,674 | $7,142-48.6% | $9,331-60.6% | $4,212-12.8% |
| Admin fee / account holder | $1,957 | $13,977-86.0% | $16,305-88.0% | $7,344-73.3% |