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 | $68,373 | $95,803-28.6% | $113,168-39.6% | $84,808-19.4% |
| Participation rate | 51.9% | 72.9%-21.0pp | 76.6%-24.7pp | 68.3%-16.4pp |
| Annual return | 10.88% | 25.00%-14.1pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,249 | $2,360-47.1% | $2,975-58.0% | $2,631-52.5% |
| Participant deferral / active EE | $1,708 | $4,242-59.7% | $5,107-66.6% | $4,212-59.4% |
| Admin fee / account holder | $6,457 | $8,989-28.2% | $12,068-46.5% | $7,344-12.1% |