Filed April 3, 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 | $150,524 | $60,349+149.4% | $74,183+102.9% | $62,891+139.3% |
| Participation rate | 65.0% | 72.7%-7.7pp | 76.6%-11.6pp | 69.3%-4.3pp |
| Annual return | 5.75% | 21.37%-15.6pp | 17.74%-12.0pp | 20.14%-14.4pp |
| Employer contribution / active EE | $4,482 | $1,680+166.8% | $2,370+89.1% | $2,281+96.5% |
| Participant deferral / active EE | $3,710 | $2,856+29.9% | $3,550+4.5% | $3,203+15.8% |
| Admin fee / account holder | $4,577 | $4,261+7.4% | $5,586-18.1% | $4,296+6.5% |