Filed January 19, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,802 | $61,272+93.9% | $149,673-20.6% | $71,457+66.3% |
| Participation rate | 59.4% | 62.5%-3.1pp | 78.8%-19.4pp | 67.9%-8.5pp |
| Annual return | 14.64% | 35.85%-21.2pp | 134.42%-119.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,228 | $2,378-48.4% | $4,818-74.5% | $2,588-52.5% |
| Participant deferral / active EE | $2,664 | $2,917-8.7% | $5,680-53.1% | $4,289-37.9% |
| Admin fee / account holder | $3,692 | $1,261+192.7% | $13,210-72.0% | $1,587+132.6% |