Filed July 1, 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 10-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 | $18,487 | $56,277-67.2% | $80,975-77.2% | $62,891-70.6% |
| Participation rate | 46.9% | 69.0%-22.1pp | 75.8%-28.9pp | 69.3%-22.4pp |
| Annual return | 7.46% | 22.12%-14.7pp | 17.10%-9.6pp | 20.14%-12.7pp |
| Employer contribution / active EE | $407 | $1,943-79.1% | $3,714-89.0% | $2,281-82.2% |
| Participant deferral / active EE | $2,865 | $4,195-31.7% | $5,696-49.7% | $3,203-10.6% |
| Admin fee / account holder | $2,428 | $3,741-35.1% | $5,516-56.0% | $4,296-43.5% |