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 | $110,373 | $176,947-37.6% | $136,749-19.3% | - |
| Participation rate | 33.3% | 61.8%-28.5pp | 72.1%-38.8pp | - |
| Annual return | 12.76% | 15.13%-2.4pp | 24.33%-11.6pp | - |
| Employer contribution / active EE | $0 | $2,196-100.0% | $3,400-100.0% | - |
| Participant deferral / active EE | $2,154 | $4,114-47.6% | $4,692-54.1% | - |
| Admin fee / account holder | $16,910 | $22,209-23.9% | $11,386+48.5% | - |