Filed February 11, 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 | $129,855 | $49,177+164.1% | $79,464+63.4% | $64,186+102.3% |
| Participation rate | 35.1% | 65.0%-29.9pp | 73.3%-38.2pp | 69.6%-34.4pp |
| Annual return | -6.34% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,646 | $2,076+123.7% | $2,800+65.9% | $2,381+95.1% |
| Participant deferral / active EE | $5,898 | $2,821+109.0% | $3,704+59.2% | $3,470+70.0% |
| Admin fee / account holder | $7,137 | $3,839+85.9% | $5,113+39.6% | $4,888+46.0% |