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 | $14,472 | $31,679-54.3% | $74,701-80.6% | $65,185-77.8% |
| Participation rate | 41.9% | 40.4%+1.6pp | 54.5%-12.6pp | 70.2%-28.3pp |
| Annual return | 21.46% | 39.04%-17.6pp | 752.92%-731.5pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $566-100.0% | $1,084-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $865 | $1,191-27.3% | $1,964-55.9% | $3,514-75.4% |
| Admin fee / account holder | $496 | $379+31.0% | $3,333-85.1% | $847-41.4% |