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 | $126,875 | $54,350+133.4% | $82,719+53.4% | $68,494+85.2% |
| Participation rate | 43.2% | 63.9%-20.7pp | 72.6%-29.3pp | 67.9%-24.6pp |
| Annual return | -16.87% | -13.67%-3.2pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $8,461 | $2,218+281.4% | $3,009+181.2% | $2,596+225.9% |
| Participant deferral / active EE | $10,142 | $3,246+212.4% | $4,395+130.8% | $4,027+151.8% |
| Admin fee / account holder | $20,244 | $4,395+360.6% | $5,329+279.9% | $5,403+274.7% |