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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,713 | $34,934-35.0% | $56,411-59.7% | $74,495-69.5% |
| Participation rate | 9.6% | 32.8%-23.2pp | 52.5%-42.9pp | 67.2%-57.6pp |
| Annual return | 9.82% | 25.94%-16.1pp | 1701.33%-1691.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $236 | $609-61.2% | $1,039-77.2% | $2,623-91.0% |
| Participant deferral / active EE | $405 | $1,170-65.4% | $1,952-79.2% | $4,346-90.7% |
| Admin fee / account holder | $16,692 | $2,364+606.1% | $2,829+490.1% | $1,942+759.6% |