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 | $56,222 | $59,101-4.9% | $77,163-27.1% | $75,163-25.2% |
| Participation rate | 59.6% | 63.9%-4.3pp | 69.6%-10.0pp | 67.2%-7.6pp |
| Annual return | 14.57% | 26.71%-12.1pp | 37.87%-23.3pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,591 | $1,995-20.3% | $2,535-37.2% | $2,670-40.4% |
| Participant deferral / active EE | $2,323 | $2,999-22.5% | $3,833-39.4% | $4,125-43.7% |
| Admin fee / account holder | $7,132 | $4,774+49.4% | $5,472+30.3% | $5,651+26.2% |