Filed July 24, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,062 | $101,763-74.4% | $164,866-84.2% | $80,874-67.8% |
| Participation rate | 24.4% | 71.8%-47.5pp | 78.6%-54.2pp | 67.6%-43.3pp |
| Annual return | 11.13% | 16.73%-5.6pp | 69.97%-58.8pp | 35.62%-24.5pp |
| Employer contribution / active EE | $961 | $2,954-67.5% | $4,343-77.9% | $2,756-65.1% |
| Participant deferral / active EE | $1,681 | $4,477-62.4% | $6,033-72.1% | $4,297-60.9% |
| Admin fee / account holder | $325 | $8,228-96.0% | $12,689-97.4% | $6,935-95.3% |