Filed December 6, 2010 (most recent of 2 filings on file)
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 | $245,387 | $73,515+233.8% | $62,995+289.5% | $147,584+66.3% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.8%-32.0pp | 82.8%-40.0pp |
| Annual return | 5.22% | 175.43%-170.2pp | 87.57%-82.3pp | 578.55%-573.3pp |
| Employer contribution / active EE | $8,261 | $3,320+148.8% | $2,759+199.4% | $4,876+69.4% |
| Participant deferral / active EE | $3,121 | $4,185-25.4% | $3,329-6.2% | $5,439-42.6% |
| Admin fee / account holder | $179,816 | $5,953+2920.4% | $3,600+4894.9% | $10,885+1551.9% |