Filed March 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,866 | $165,335-54.7% | $149,696-50.0% | $158,922-52.9% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 16.64% | 348.15%-331.5pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $401 | $5,103-92.1% | $4,644-91.4% | $4,761-91.6% |
| Participant deferral / active EE | $5,380 | $7,181-25.1% | $6,842-21.4% | $5,982-10.1% |
| Admin fee / account holder | $12,272 | $10,807+13.6% | $9,309+31.8% | $11,246+9.1% |