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 | $87,870+53.9% | $113,168+19.5% | $74,304+82.0% |
| Participation rate | 56.0% | 70.7%-14.8pp | 76.6%-20.6pp | 60.3%-4.4pp |
| Annual return | 17.73% | 26.44%-8.7pp | 24.27%-6.5pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,214 | $2,277-2.8% | $2,975-25.6% | $2,241-1.2% |
| Participant deferral / active EE | $4,405 | $4,241+3.9% | $5,107-13.7% | $3,767+16.9% |
| Admin fee / account holder | $4,957 | $3,368+47.2% | $12,068-58.9% | $2,969+67.0% |