Filed January 11, 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 | $20,444 | $57,065-64.2% | $75,670-73.0% | $70,131-70.8% |
| Participation rate | 68.5% | 68.1%+0.4pp | 72.3%-3.8pp | 69.5%-1.0pp |
| Annual return | 15.57% | 23.57%-8.0pp | 27.34%-11.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,455 | $1,817-19.9% | $2,352-38.2% | $2,342-37.9% |
| Participant deferral / active EE | $2,425 | $2,580-6.0% | $3,142-22.8% | $3,332-27.2% |
| Admin fee / account holder | $2,504 | $3,825-34.5% | $5,800-56.8% | $4,645-46.1% |