Filed March 9, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,931 | $72,177-87.6% | $115,037-92.2% | $59,632-85.0% |
| Participation rate | 51.7% | 72.6%-20.8pp | 81.4%-29.6pp | 68.7%-16.9pp |
| Annual return | 0.12% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $816 | $2,841-71.3% | $4,608-82.3% | $2,203-62.9% |
| Participant deferral / active EE | $2,297 | $4,783-52.0% | $6,026-61.9% | $3,192-28.0% |
| Admin fee / account holder | $11,583 | $4,927+135.1% | $8,175+41.7% | $4,297+169.6% |