Filed November 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.
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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,719 | $110,094+170.4% | $151,611+96.4% | $68,494+334.7% |
| Participation rate | 15.4% | 84.0%-68.6pp | 87.5%-72.1pp | 67.9%-52.5pp |
| Annual return | -14.48% | -10.12%-4.4pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,361 | $4,471-47.2% | $6,166-61.7% | $2,596-9.0% |
| Participant deferral / active EE | $2,918 | $6,527-55.3% | $8,363-65.1% | $4,027-27.5% |
| Admin fee / account holder | $10,312 | $7,719+33.6% | $11,616-11.2% | $5,403+90.9% |