Filed January 27, 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 | $49,524 | $71,883-31.1% | $86,677-42.9% | $68,494-27.7% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -18.79% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $6,219 | $2,173+186.2% | $2,836+119.3% | $2,596+139.5% |
| Participant deferral / active EE | $1,990 | $3,779-47.3% | $4,656-57.2% | $4,027-50.6% |
| Admin fee / account holder | $8,735 | $6,112+42.9% | $7,493+16.6% | $5,403+61.7% |