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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,977 | $55,415+114.7% | $155,509-23.5% | $74,495+59.7% |
| Participation rate | 54.4% | 61.9%-7.5pp | 78.2%-23.8pp | 67.2%-12.8pp |
| Annual return | 11.88% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,492 | $2,267-34.2% | $4,672-68.1% | $2,623-43.1% |
| Participant deferral / active EE | $3,290 | $2,836+16.0% | $5,626-41.5% | $4,346-24.3% |
| Admin fee / account holder | $38,721 | $1,738+2127.5% | $15,912+143.3% | $1,942+1894.1% |