Filed March 20, 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 | $79,269 | $76,552+3.6% | $123,892-36.0% | $62,891+26.0% |
| Participation rate | 61.2% | 73.0%-11.8pp | 81.4%-20.2pp | 69.3%-8.1pp |
| Annual return | 7.36% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,354 | $2,883-53.0% | $4,617-70.7% | $2,281-40.6% |
| Participant deferral / active EE | $2,549 | $4,840-47.3% | $5,984-57.4% | $3,203-20.4% |
| Admin fee / account holder | $1,208 | $4,826-75.0% | $8,357-85.5% | $4,296-71.9% |