Filed April 15, 2010 (most recent of 2 filings on file)
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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,145 | $62,327+51.0% | $120,354-21.8% | $74,495+26.4% |
| Participation rate | 35.7% | 56.8%-21.1pp | 71.9%-36.2pp | 67.2%-31.5pp |
| Annual return | 11.85% | 18.61%-6.8pp | 107.15%-95.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,690 | $2,893-41.6% | $4,991-66.1% | $4,346-61.1% |
| Admin fee / account holder | $10,606 | $2,396+342.7% | $9,423+12.6% | $1,942+446.2% |