Filed July 21, 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 8-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,825 | $60,124+122.6% | $90,404+48.0% | $79,858+67.6% |
| Participation rate | 68.8% | 65.0%+3.8pp | 72.7%-3.9pp | 69.6%-0.9pp |
| Annual return | -1.03% | 71.94%-73.0pp | 1293.02%-1294.0pp | 31.71%-32.7pp |
| Employer contribution / active EE | $709 | $2,068-65.7% | $3,262-78.3% | $2,471-71.3% |
| Participant deferral / active EE | $1,540 | $2,938-47.6% | $3,963-61.1% | $3,740-58.8% |
| Admin fee / account holder | $9,500 | $3,976+138.9% | $5,611+69.3% | $5,306+79.0% |