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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,958 | $80,968-45.7% | $96,544-54.5% | $75,163-41.5% |
| Participation rate | 63.3% | 71.8%-8.5pp | 76.0%-12.7pp | 67.2%-3.9pp |
| Annual return | 10.40% | 27.06%-16.7pp | 25.84%-15.4pp | 160.62%-150.2pp |
| Employer contribution / active EE | $3,475 | $2,282+52.3% | $2,965+17.2% | $2,670+30.2% |
| Participant deferral / active EE | $1,616 | $3,928-58.9% | $4,851-66.7% | $4,125-60.8% |
| Admin fee / account holder | $23,287 | $6,724+246.3% | $8,252+182.2% | $5,651+312.1% |