Filed October 20, 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 | $43,130 | $45,073-4.3% | $69,455-37.9% | $72,985-40.9% |
| Participation rate | 52.2% | 68.5%-16.3pp | 74.6%-22.4pp | 69.5%-17.3pp |
| Annual return | 17.77% | 22.65%-4.9pp | 28.97%-11.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $732 | $2,054-64.4% | $2,779-73.7% | $2,440-70.0% |
| Participant deferral / active EE | $3,179 | $2,602+22.2% | $3,535-10.1% | $3,607-11.9% |
| Admin fee / account holder | $2,790 | $3,056-8.7% | $3,839-27.3% | $5,124-45.6% |