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 | $34,485 | $61,660-44.1% | $80,019-56.9% | $64,186-46.3% |
| Participation rate | 69.1% | 71.7%-2.6pp | 75.8%-6.7pp | 69.6%-0.5pp |
| Annual return | -3.71% | -0.33%-3.4pp | 11.22%-14.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,861 | $2,968-37.3% | $3,686-49.5% | $3,470-46.3% |
| Admin fee / account holder | $5,956 | $5,417+9.9% | $6,521-8.7% | $4,888+21.8% |