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 | $191,615 | $67,606+183.4% | $82,313+132.8% | $70,131+173.2% |
| Participation rate | 58.5% | 72.8%-14.2pp | 76.9%-18.4pp | 69.5%-11.0pp |
| Annual return | 13.32% | 21.57%-8.2pp | 25.88%-12.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,301 | $1,755+31.1% | $2,428-5.3% | $2,342-1.8% |
| Participant deferral / active EE | $3,470 | $2,987+16.2% | $3,706-6.4% | $3,332+4.1% |
| Admin fee / account holder | $6,003 | $4,512+33.0% | $5,608+7.0% | $4,645+29.2% |