Filed August 18, 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 | $19,592 | $53,127-63.1% | $86,590-77.4% | $70,131-72.1% |
| Participation rate | 30.3% | 65.3%-35.0pp | 73.5%-43.2pp | 69.5%-39.2pp |
| Annual return | 20.23% | 27.66%-7.4pp | 964.84%-944.6pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $793 | $2,696-70.6% | $3,609-78.0% | $3,332-76.2% |
| Admin fee / account holder | $492 | $3,585-86.3% | $4,906-90.0% | $4,645-89.4% |