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 | $14,902 | $37,426-60.2% | $77,482-80.8% | $79,858-81.3% |
| Participation rate | 38.9% | 41.5%-2.6pp | 54.2%-15.2pp | 69.6%-30.7pp |
| Annual return | 10.63% | 39.70%-29.1pp | 54.79%-44.2pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,185 | $1,260-6.0% | $1,861-36.4% | $3,740-68.3% |
| Admin fee / account holder | $3,456 | $2,504+38.0% | $2,858+21.0% | $5,306-34.9% |