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 | $48,059 | $74,927-35.9% | $101,794-52.8% | $84,808-43.3% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.2%-6.7pp | 68.3%-5.8pp |
| Annual return | 15.44% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,292 | $1,522-15.1% | $2,289-43.6% | $2,631-50.9% |
| Participant deferral / active EE | $3,666 | $3,099+18.3% | $4,084-10.2% | $4,212-13.0% |
| Admin fee / account holder | $2,082 | $6,514-68.0% | $8,777-76.3% | $7,344-71.6% |