Filed December 2, 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 | $213,608 | $55,472+285.1% | $155,567+37.3% | $74,546+186.5% |
| Participation rate | 48.0% | 61.9%-13.9pp | 78.2%-30.2pp | 67.2%-19.2pp |
| Annual return | 11.21% | 268.72%-257.5pp | 64.74%-53.5pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $2,126 | $2,269-6.3% | $4,674-54.5% | $2,624-19.0% |
| Participant deferral / active EE | $4,766 | $2,838+67.9% | $5,628-15.3% | $4,347+9.6% |
| Admin fee / account holder | $1,675 | $1,743-3.9% | $15,916-89.5% | $1,944-13.8% |