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 | $127,412 | $54,350+134.4% | $82,719+54.0% | $68,494+86.0% |
| Participation rate | 38.0% | 63.9%-25.9pp | 72.6%-34.6pp | 67.9%-29.9pp |
| Annual return | -15.36% | -13.67%-1.7pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $402 | $2,218-81.9% | $3,009-86.6% | $2,596-84.5% |
| Participant deferral / active EE | $981 | $3,246-69.8% | $4,395-77.7% | $4,027-75.6% |
| Admin fee / account holder | $9,745 | $4,395+121.7% | $5,329+82.9% | $5,403+80.4% |