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 | $95,331 | $96,484-1.2% | $156,263-39.0% | $74,304+28.3% |
| Participation rate | 61.7% | 67.7%-6.0pp | 78.9%-17.2pp | 60.3%+1.3pp |
| Annual return | 16.10% | 17.73%-1.6pp | 59.47%-43.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,175 | $4,286-2.6% | $6,158-32.2% | $3,767+10.8% |
| Admin fee / account holder | $9,948 | $3,728+166.9% | $14,255-30.2% | $2,969+235.1% |