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 | $84,907 | $49,227+72.5% | $70,449+20.5% | $79,858+6.3% |
| Participation rate | 69.0% | 69.2%-0.1pp | 75.1%-6.0pp | 69.6%-0.6pp |
| Annual return | 13.44% | 30.06%-16.6pp | 109.03%-95.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,203 | $2,099-42.7% | $2,737-56.0% | $2,471-51.3% |
| Participant deferral / active EE | $5,078 | $2,768+83.5% | $3,709+36.9% | $3,740+35.8% |
| Admin fee / account holder | $15,161 | $2,878+426.8% | $3,845+294.3% | $5,306+185.7% |