Filed September 16, 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.
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 | $70,451 | $77,634-9.3% | $156,549-55.0% | $62,891+12.0% |
| Participation rate | 59.7% | 71.2%-11.5pp | 84.0%-24.3pp | 69.3%-9.6pp |
| Annual return | 5.86% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,227 | $3,444-35.3% | $5,501-59.5% | $2,281-2.3% |
| Participant deferral / active EE | $4,357 | $3,045+43.1% | $4,871-10.6% | $3,203+36.0% |
| Admin fee / account holder | $14,567 | $5,561+162.0% | $13,027+11.8% | $4,296+239.1% |