Filed July 15, 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 | $35,176 | $87,841-60.0% | $133,980-73.7% | $62,891-44.1% |
| Participation rate | 59.3% | 83.4%-24.1pp | 87.1%-27.8pp | 69.3%-10.0pp |
| Annual return | 8.70% | 12.05%-3.3pp | 29.30%-20.6pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,469 | $3,483-57.8% | $5,211-71.8% | $2,281-35.6% |
| Participant deferral / active EE | $2,646 | $4,812-45.0% | $6,282-57.9% | $3,203-17.4% |
| Admin fee / account holder | $3,131 | $5,371-41.7% | $9,324-66.4% | $4,296-27.1% |