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 | $92,906 | $85,766+8.3% | $136,294-31.8% | $70,131+32.5% |
| Participation rate | 63.9% | 74.2%-10.3pp | 81.9%-18.1pp | 69.5%-5.7pp |
| Annual return | 14.81% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,941 | $2,966-34.6% | $4,695-58.7% | $2,342-17.1% |
| Participant deferral / active EE | $3,314 | $5,051-34.4% | $6,247-46.9% | $3,332-0.5% |
| Admin fee / account holder | $2,237 | $5,420-58.7% | $9,243-75.8% | $4,645-51.8% |