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 | $76,407+111.4% | $150,298+7.5% | $82,448+95.9% |
| Participation rate | 25.9% | 66.4%-40.5pp | 77.8%-51.9pp | 68.1%-42.2pp |
| Annual return | 13.84% | 39.99%-26.2pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $626 | $2,614-76.1% | $4,154-84.9% | $2,551-75.5% |
| Participant deferral / active EE | $1,971 | $3,214-38.7% | $5,453-63.9% | $4,139-52.4% |
| Admin fee / account holder | $6,411 | $6,352+0.9% | $14,116-54.6% | $7,234-11.4% |