Filed April 28, 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 | $50,695 | $41,377+22.5% | $109,313-53.6% | $62,891-19.4% |
| Participation rate | 34.4% | 57.5%-23.1pp | 71.3%-36.9pp | 69.3%-34.9pp |
| Annual return | 10.93% | 11.05%-0.1pp | 22.07%-11.1pp | 20.14%-9.2pp |
| Employer contribution / active EE | $526 | $1,276-58.8% | $3,892-86.5% | $2,281-77.0% |
| Participant deferral / active EE | $1,272 | $2,045-37.8% | $3,166-59.8% | $3,203-60.3% |
| Admin fee / account holder | $1,276 | $2,884-55.8% | $5,666-77.5% | $4,296-70.3% |