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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,107 | $65,409+163.1% | $98,442+74.8% | $85,850+100.5% |
| Participation rate | 65.5% | 65.0%+0.5pp | 73.3%-7.8pp | 69.3%-3.8pp |
| Annual return | 21.90% | 21.76%+0.1pp | 1492.73%-1470.8pp | 318.53%-296.6pp |
| Employer contribution / active EE | $726 | $2,168-66.5% | $2,960-75.5% | $2,565-71.7% |
| Participant deferral / active EE | $1,643 | $3,166-48.1% | $4,276-61.6% | $3,952-58.4% |
| Admin fee / account holder | $1,481 | $4,593-67.8% | $5,949-75.1% | $6,260-76.3% |