Filed June 22, 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.
Employer 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 | $27,824 | $102,966-73.0% | $90,281-69.2% | $152,861-81.8% |
| Participation rate | 30.0% | 75.9%-45.9pp | 73.3%-43.3pp | 82.4%-52.4pp |
| Annual return | 21.31% | 95.16%-73.9pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,317 | $4,281-22.5% | $3,885-14.6% | $5,850-43.3% |
| Admin fee / account holder | $7,730 | $6,171+25.3% | $5,351+44.5% | $11,596-33.3% |