Filed February 25, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,328 | $46,732-54.4% | $156,549-86.4% | $55,167-61.3% |
| Participation rate | 53.0% | 65.8%-12.8pp | 84.0%-31.0pp | 69.0%-16.0pp |
| Annual return | 5.87% | 17.72%-11.8pp | 32.23%-26.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $348 | $2,105-83.5% | $5,501-93.7% | $1,963-82.3% |
| Participant deferral / active EE | $867 | $2,204-60.7% | $4,871-82.2% | $3,054-71.6% |
| Admin fee / account holder | $1,728 | $418+313.1% | $13,027-86.7% | $504+243.0% |