Filed October 1, 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 | $135,246 | $85,515+58.2% | $112,040+20.7% | $67,986+98.9% |
| Participation rate | 56.0% | 68.2%-12.3pp | 76.5%-20.5pp | 57.2%-1.2pp |
| Annual return | 17.73% | 29.68%-11.9pp | 24.52%-6.8pp | 31.67%-13.9pp |
| Employer contribution / active EE | $2,214 | $2,191+1.0% | $2,954-25.1% | $2,019+9.7% |
| Participant deferral / active EE | $4,405 | $4,014+9.7% | $5,098-13.6% | $3,358+31.2% |
| Admin fee / account holder | $4,957 | $3,774+31.4% | $12,098-59.0% | $3,203+54.7% |