Filed October 6, 2010
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,258 | $81,900-69.2% | $119,609-78.9% | $68,494-63.1% |
| Participation rate | 25.9% | 71.9%-46.0pp | 79.3%-53.3pp | 67.9%-42.0pp |
| Annual return | -9.24% | -23.82%+14.6pp | -14.97%+5.7pp | -7.84%-1.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $789 | $4,148-81.0% | $5,602-85.9% | $4,027-80.4% |
| Admin fee / account holder | $627 | $6,582-90.5% | $10,323-93.9% | $5,403-88.4% |