Filed July 28, 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 | $100,858 | $95,803+5.3% | $113,168-10.9% | $84,808+18.9% |
| Participation rate | 60.0% | 72.9%-12.9pp | 76.6%-16.6pp | 68.3%-8.3pp |
| Annual return | 15.11% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,174 | $2,360-50.3% | $2,975-60.5% | $2,631-55.4% |
| Participant deferral / active EE | $2,773 | $4,242-34.6% | $5,107-45.7% | $4,212-34.1% |
| Admin fee / account holder | $9,887 | $8,989+10.0% | $12,068-18.1% | $7,344+34.6% |