Filed December 6, 2010 (most recent of 2 filings on file)
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,802 | $65,685+434.1% | $57,179+513.5% | $273,961+28.0% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | 4.29% | 21.99%-17.7pp | 14.59%-10.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $10,921 | $3,279+233.1% | $2,682+307.1% | $4,869+124.3% |
| Participant deferral / active EE | $4,133 | $3,782+9.3% | $3,096+33.5% | $5,287-21.8% |
| Admin fee / account holder | $37,238 | $4,835+670.2% | $3,139+1086.3% | $10,132+267.5% |