Filed February 10, 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 9-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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,141 | $57,281+341.9% | $86,612+192.3% | $75,163+236.8% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 15.10% | 2670.75%-2655.6pp | 591.07%-576.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,098 | $2,314-52.6% | $3,022-63.7% | $2,670-58.9% |
| Participant deferral / active EE | $6,867 | $3,318+107.0% | $4,438+54.7% | $4,125+66.5% |
| Admin fee / account holder | $10,144 | $4,112+146.7% | $5,614+80.7% | $5,651+79.5% |