Filed April 3, 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 | $23,051 | $48,230-52.2% | $67,502-65.9% | $80,856-71.5% |
| Participation rate | 61.4% | 66.4%-5.0pp | 72.9%-11.5pp | 67.6%-6.2pp |
| Annual return | 15.50% | 18.28%-2.8pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $842 | $2,020-58.3% | $2,731-69.2% | $2,755-69.4% |
| Participant deferral / active EE | $1,433 | $2,924-51.0% | $4,000-64.2% | $4,296-66.6% |
| Admin fee / account holder | $1,248 | $3,681-66.1% | $3,998-68.8% | $6,918-82.0% |