Filed April 17, 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 | $39,254 | $71,050-44.8% | $93,606-58.1% | $80,856-51.5% |
| Participation rate | 69.7% | 60.4%+9.3pp | 68.7%+1.0pp | 67.6%+2.1pp |
| Annual return | 22.35% | 11.26%+11.1pp | 133.20%-110.9pp | 35.59%-13.2pp |
| Employer contribution / active EE | $3,270 | $1,564+109.2% | $2,420+35.2% | $2,755+18.7% |
| Participant deferral / active EE | $3,706 | $4,034-8.1% | $4,411-16.0% | $4,296-13.7% |
| Admin fee / account holder | $679 | $6,945-90.2% | $8,285-91.8% | $6,918-90.2% |