Filed November 9, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,030 | $106,749+285.0% | $145,433+182.6% | $82,448+398.5% |
| Participation rate | 68.0% | 75.6%-7.6pp | 82.1%-14.1pp | 68.1%-0.1pp |
| Annual return | 16.43% | 27.59%-11.2pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $6,773 | $3,444+96.6% | $4,554+48.7% | $2,551+165.5% |
| Participant deferral / active EE | $13,189 | $6,519+102.3% | $7,897+67.0% | $4,139+218.6% |
| Admin fee / account holder | $58,971 | $8,390+602.9% | $13,129+349.2% | $7,234+715.2% |