Filed December 1, 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 | $141,292 | $176,812-20.1% | $146,665-3.7% | $167,490-15.6% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 10.02% | 24.03%-14.0pp | 22.74%-12.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,373 | $5,160-73.4% | $4,136-66.8% | $4,837-71.6% |
| Participant deferral / active EE | $2,404 | $6,440-62.7% | $5,506-56.3% | $6,341-62.1% |
| Admin fee / account holder | $18,768 | $13,259+41.5% | $10,280+82.6% | $12,309+52.5% |