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 | $131,122 | $54,762+139.4% | $90,281+45.2% | $72,985+79.7% |
| Participation rate | 35.2% | 65.1%-30.0pp | 73.3%-38.1pp | 69.5%-34.3pp |
| Annual return | 21.22% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $6,191 | $2,092+195.9% | $2,854+116.9% | $2,440+153.8% |
| Participant deferral / active EE | $8,020 | $2,887+177.8% | $3,885+106.4% | $3,607+122.3% |
| Admin fee / account holder | $41,252 | $3,972+938.6% | $5,351+670.9% | $5,124+705.0% |