Filed June 10, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,881 | $49,177+526.1% | $79,464+287.4% | $64,186+379.7% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.6%-69.6pp |
| Annual return | -3.56% | -1.16%-2.4pp | 718.14%-721.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $22,776 | $2,076+997.0% | $2,800+713.3% | $2,381+856.6% |
| Participant deferral / active EE | $13,229 | $2,821+368.9% | $3,704+257.2% | $3,470+281.3% |
| Admin fee / account holder | $37,257 | $3,839+870.5% | $5,113+628.7% | $4,888+662.2% |