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 | $144,096 | $49,915+188.7% | $154,803-6.9% | $74,304+93.9% |
| Participation rate | 50.5% | 54.0%-3.5pp | 78.1%-27.6pp | 60.3%-9.9pp |
| Annual return | 14.59% | 34.06%-19.5pp | 58.88%-44.3pp | 29.43%-14.8pp |
| Employer contribution / active EE | $1,565 | $1,611-2.9% | $4,305-63.6% | $2,241-30.2% |
| Participant deferral / active EE | $3,512 | $2,255+55.8% | $5,540-36.6% | $3,767-6.8% |
| Admin fee / account holder | $6,609 | $2,189+201.9% | $14,329-53.9% | $2,969+122.6% |