Filed August 20, 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 | $161,526 | $80,717+100.1% | $154,803+4.3% | $84,808+90.5% |
| Participation rate | 25.9% | 66.8%-40.9pp | 78.1%-52.2pp | 68.3%-42.4pp |
| Annual return | 13.84% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $626 | $2,761-77.3% | $4,305-85.5% | $2,631-76.2% |
| Participant deferral / active EE | $1,971 | $3,303-40.3% | $5,540-64.4% | $4,212-53.2% |
| Admin fee / account holder | $6,411 | $6,746-5.0% | $14,329-55.3% | $7,344-12.7% |