Filed March 30, 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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,181 | $86,891-22.7% | $142,449-52.8% | $75,163-10.6% |
| Participation rate | 23.2% | 68.5%-45.3pp | 76.8%-53.6pp | 67.2%-44.0pp |
| Annual return | 15.76% | 23.31%-7.6pp | 19.99%-4.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $3,355-100.0% | $4,847-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,072 | $7,299-44.2% | $10,011-59.3% | $5,651-27.9% |