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 | $51,638-53.2% | $68,368-64.6% | $82,448-70.7% |
| Participation rate | 62.9% | 63.6%-0.8pp | 73.8%-10.9pp | 68.1%-5.2pp |
| Annual return | 20.72% | 37.53%-16.8pp | 292.57%-271.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $2,929 | $2,047+43.1% | $2,649+10.6% | $2,551+14.8% |
| Participant deferral / active EE | $2,204 | $2,914-24.3% | $4,123-46.5% | $4,139-46.7% |
| Admin fee / account holder | $2,030 | $4,643-56.3% | $5,150-60.6% | $7,234-71.9% |