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 | $28,639 | $58,927-51.4% | $76,817-62.7% | $72,985-60.8% |
| Participation rate | 65.5% | 67.3%-1.9pp | 72.1%-6.6pp | 69.5%-4.0pp |
| Annual return | 19.90% | 2305.64%-2285.7pp | 1166.11%-1146.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $1,542 | $1,787-13.7% | $2,302-33.0% | $2,440-36.8% |
| Participant deferral / active EE | $2,624 | $2,690-2.5% | $3,336-21.3% | $3,607-27.3% |
| Admin fee / account holder | $1,913 | $4,013-52.3% | $6,420-70.2% | $5,124-62.7% |