Filed April 8, 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 | $235,299 | $180,449+30.4% | $154,107+52.7% | $135,375+73.8% |
| Participation rate | 11.1% | 87.4%-76.3pp | 83.0%-71.9pp | 82.6%-71.5pp |
| Annual return | -3.68% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $37,137 | $6,035+515.4% | $5,298+601.0% | $4,779+677.1% |
| Participant deferral / active EE | $15,027 | $5,806+158.8% | $5,081+195.8% | $5,609+167.9% |
| Admin fee / account holder | $17,188 | $16,143+6.5% | $13,411+28.2% | $10,827+58.8% |