Filed October 25, 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 | $35,380 | $56,199-37.0% | $67,652-47.7% | $59,632-40.7% |
| Participation rate | 58.2% | 71.5%-13.3pp | 75.7%-17.5pp | 68.7%-10.5pp |
| Annual return | -0.14% | 18505.31%-18505.4pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $408 | $1,614-74.7% | $2,266-82.0% | $2,203-81.5% |
| Participant deferral / active EE | $2,868 | $2,844+0.8% | $3,560-19.4% | $3,192-10.1% |
| Admin fee / account holder | $1,371 | $3,958-65.4% | $4,821-71.6% | $4,297-68.1% |