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 | $24,198 | $39,019-38.0% | $80,716-70.0% | $85,850-71.8% |
| Participation rate | 29.2% | 41.5%-12.4pp | 54.2%-25.0pp | 69.3%-40.1pp |
| Annual return | 14.60% | 26.27%-11.7pp | 87.28%-72.7pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,191 | $1,326-10.2% | $2,146-44.5% | $3,952-69.9% |
| Admin fee / account holder | $1,049 | $2,431-56.8% | $3,380-69.0% | $6,260-83.2% |