Filed March 1, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,491 | $84,414-71.0% | $164,813-85.1% | - |
| Participation rate | 94.9% | 69.4%+25.6pp | 78.6%+16.3pp | - |
| Annual return | 8.74% | 13.94%-5.2pp | 69.93%-61.2pp | - |
| Employer contribution / active EE | $1,120 | $2,400-53.3% | $4,341-74.2% | - |
| Participant deferral / active EE | $3,480 | $4,277-18.6% | $6,031-42.3% | - |
| Admin fee / account holder | $2,824 | $4,429-36.2% | $12,690-77.7% | - |