Filed January 4, 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.
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 | $14,407 | $65,685-78.1% | $57,179-74.8% | $273,961-94.7% |
| Participation rate | 63.6% | 78.3%-14.7pp | 75.3%-11.7pp | 83.0%-19.4pp |
| Annual return | 8.06% | 21.99%-13.9pp | 14.59%-6.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $494 | $3,279-84.9% | $2,682-81.6% | $4,869-89.8% |
| Participant deferral / active EE | $1,869 | $3,782-50.6% | $3,096-39.6% | $5,287-64.6% |
| Admin fee / account holder | $3,061 | $4,835-36.7% | $3,139-2.5% | $10,132-69.8% |