Filed December 2, 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 | $24,192 | $54,705-55.8% | $71,209-66.0% | $84,808-71.5% |
| Participation rate | 62.9% | 64.1%-1.2pp | 73.8%-10.9pp | 68.3%-5.5pp |
| Annual return | 20.72% | 35.90%-15.2pp | 282.51%-261.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,929 | $2,158+35.7% | $2,721+7.6% | $2,631+11.3% |
| Participant deferral / active EE | $2,204 | $3,030-27.3% | $4,175-47.2% | $4,212-47.7% |
| Admin fee / account holder | $2,030 | $4,863-58.3% | $5,349-62.0% | $7,344-72.4% |