Filed May 1, 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 10-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,589 | $45,343+57.9% | $150,298-52.4% | $67,986+5.3% |
| Participation rate | 41.7% | 51.9%-10.2pp | 77.8%-36.1pp | 57.2%-15.5pp |
| Annual return | 12.13% | 33.28%-21.1pp | 62.79%-50.7pp | 31.67%-19.5pp |
| Employer contribution / active EE | $962 | $1,462-34.2% | $4,154-76.9% | $2,019-52.4% |
| Participant deferral / active EE | $1,204 | $2,055-41.4% | $5,453-77.9% | $3,358-64.1% |
| Admin fee / account holder | $3,514 | $2,250+56.2% | $14,116-75.1% | $3,203+9.7% |