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 | $146,357 | $60,124+143.4% | $90,404+61.9% | $79,858+83.3% |
| Participation rate | 44.2% | 65.0%-20.8pp | 72.7%-28.5pp | 69.6%-25.4pp |
| Annual return | 15.80% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $5,145 | $2,068+148.8% | $3,262+57.7% | $2,471+108.2% |
| Participant deferral / active EE | $6,284 | $2,938+113.9% | $3,963+58.6% | $3,740+68.0% |
| Admin fee / account holder | $7,979 | $3,976+100.7% | $5,611+42.2% | $5,306+50.4% |