Filed February 11, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,350 | $88,083+21.9% | $164,813-34.9% | $74,495+44.1% |
| Participation rate | 54.0% | 73.0%-19.1pp | 78.6%-24.6pp | 67.2%-13.2pp |
| Annual return | 20.82% | 17.26%+3.6pp | 69.93%-49.1pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,803 | $4,498-15.4% | $6,031-36.9% | $4,346-12.5% |
| Admin fee / account holder | $11,175 | $2,234+400.3% | $12,690-11.9% | $1,942+475.5% |