Filed October 4, 2011 (most recent of 2 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 | $57,892 | $38,969+48.6% | $109,313-47.0% | $55,167+4.9% |
| Participation rate | 61.0% | 58.2%+2.8pp | 71.3%-10.3pp | 69.0%-8.0pp |
| Annual return | 8.30% | 8.26%0pp | 22.07%-13.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,130 | $1,227-7.8% | $3,892-71.0% | $1,963-42.4% |
| Participant deferral / active EE | $2,382 | $2,176+9.5% | $3,166-24.8% | $3,054-22.0% |
| Admin fee / account holder | $2,559 | $501+410.6% | $5,666-54.8% | $504+407.7% |