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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,994 | $181,894-69.8% | $156,549-64.9% | $273,961-79.9% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | -1.23% | 30.74%-32.0pp | 32.23%-33.5pp | 41.45%-42.7pp |
| Employer contribution / active EE | $2,357 | $6,248-62.3% | $5,501-57.2% | $4,869-51.6% |
| Participant deferral / active EE | $3,309 | $5,550-40.4% | $4,871-32.1% | $5,287-37.4% |
| Admin fee / account holder | $414 | $15,559-97.3% | $13,027-96.8% | $10,132-95.9% |