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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,308 | $91,190+174.5% | $178,490+40.2% | $79,858+213.4% |
| Participation rate | 41.5% | 69.2%-27.7pp | 81.9%-40.5pp | 69.6%-28.2pp |
| Annual return | 15.62% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $19,838 | $3,256+509.3% | $5,011+295.9% | $2,471+702.9% |
| Participant deferral / active EE | $8,135 | $3,236+151.4% | $5,202+56.4% | $3,740+117.5% |
| Admin fee / account holder | $2,276 | $6,751-66.3% | $13,984-83.7% | $5,306-57.1% |