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 | $175,657 | $57,281+206.7% | $86,612+102.8% | $75,163+133.7% |
| Participation rate | 38.9% | 63.2%-24.3pp | 71.7%-32.8pp | 67.2%-28.3pp |
| Annual return | 9.73% | 2670.75%-2661.0pp | 591.07%-581.3pp | 160.62%-150.9pp |
| Employer contribution / active EE | $503 | $2,314-78.3% | $3,022-83.4% | $2,670-81.2% |
| Participant deferral / active EE | $1,356 | $3,318-59.1% | $4,438-69.4% | $4,125-67.1% |
| Admin fee / account holder | $2,882 | $4,112-29.9% | $5,614-48.7% | $5,651-49.0% |