Filed March 19, 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 | $51,984 | $91,407-43.1% | $135,903-61.7% | $71,457-27.3% |
| Participation rate | 45.2% | 75.7%-30.5pp | 81.9%-36.7pp | 67.9%-22.8pp |
| Annual return | 13.33% | 29.90%-16.6pp | 68.23%-54.9pp | 28.85%-15.5pp |
| Employer contribution / active EE | $1,011 | $3,703-72.7% | $4,856-79.2% | $2,588-60.9% |
| Participant deferral / active EE | $2,261 | $7,092-68.1% | $7,758-70.9% | $4,289-47.3% |
| Admin fee / account holder | $4,388 | $1,266+246.7% | $10,762-59.2% | $1,587+176.4% |