Filed June 22, 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 | $180,364 | $96,635+86.6% | $86,612+108.2% | $139,434+29.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 25.32% | 106.41%-81.1pp | 591.07%-565.7pp | 372.94%-347.6pp |
| Employer contribution / active EE | $24,195 | $3,263+641.5% | $3,022+700.5% | $4,751+409.3% |
| Participant deferral / active EE | $21,169 | $4,836+337.7% | $4,438+377.0% | $6,710+215.5% |
| Admin fee / account holder | $32,459 | $6,408+406.6% | $5,614+478.2% | $11,403+184.7% |