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 | $155,535 | $54,705+184.3% | $71,209+118.4% | $84,808+83.4% |
| Participation rate | 58.8% | 64.1%-5.2pp | 73.8%-14.9pp | 68.3%-9.5pp |
| Annual return | 9.07% | 35.90%-26.8pp | 282.51%-273.4pp | 40.90%-31.8pp |
| Employer contribution / active EE | $564 | $2,158-73.9% | $2,721-79.3% | $2,631-78.6% |
| Participant deferral / active EE | $1,663 | $3,030-45.1% | $4,175-60.2% | $4,212-60.5% |
| Admin fee / account holder | $574 | $4,863-88.2% | $5,349-89.3% | $7,344-92.2% |