Filed February 2, 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.
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 | $19,137 | $32,117-40.4% | $71,086-73.1% | $64,186-70.2% |
| Participation rate | 22.8% | 42.7%-19.9pp | 54.7%-31.8pp | 69.6%-46.7pp |
| Annual return | -6.48% | -5.57%-0.9pp | 650.59%-657.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $716 | $1,263-43.3% | $1,874-61.8% | $3,470-79.4% |
| Admin fee / account holder | $6,014 | $2,759+117.9% | $3,082+95.1% | $4,888+23.0% |