Filed July 8, 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 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 | $130,549 | $108,919+19.9% | $100,391+30.0% | $145,922-10.5% |
| Participation rate | 57.9% | 82.9%-25.0pp | 81.5%-23.6pp | 80.3%-22.4pp |
| Annual return | 10.28% | 57.88%-47.6pp | 49.20%-38.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $408 | $4,419-90.8% | $3,942-89.6% | $4,660-91.2% |
| Participant deferral / active EE | $8,575 | $8,445+1.5% | $8,082+6.1% | $6,688+28.2% |
| Admin fee / account holder | $4,954 | $9,689-48.9% | $7,899-37.3% | $13,397-63.0% |