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 | $478,075 | $81,248+488.4% | $155,509+207.4% | $80,856+491.3% |
| Participation rate | 41.9% | 66.2%-24.3pp | 78.2%-36.3pp | 67.6%-25.7pp |
| Annual return | 14.00% | 33.31%-19.3pp | 64.67%-50.7pp | 35.59%-21.6pp |
| Employer contribution / active EE | $37,893 | $3,100+1122.2% | $4,672+711.0% | $2,755+1275.5% |
| Participant deferral / active EE | $17,168 | $3,452+397.4% | $5,626+205.2% | $4,296+299.7% |
| Admin fee / account holder | $52,409 | $7,997+555.3% | $15,912+229.4% | $6,918+657.6% |