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.
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 | $76,621 | $153,772-50.2% | $133,980-42.8% | $273,961-72.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 9.18% | 36.51%-27.3pp | 29.30%-20.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,472 | $6,029-75.6% | $5,211-71.8% | $4,869-69.8% |
| Participant deferral / active EE | $2,953 | $6,958-57.6% | $6,282-53.0% | $5,287-44.1% |
| Admin fee / account holder | $892 | $11,765-92.4% | $9,324-90.4% | $10,132-91.2% |