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 | $31,271 | $77,634-59.7% | $156,549-80.0% | $62,891-50.3% |
| Participation rate | 27.0% | 71.2%-44.2pp | 84.0%-57.0pp | 69.3%-42.3pp |
| Annual return | 5.62% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $381 | $3,444-88.9% | $5,501-93.1% | $2,281-83.3% |
| Participant deferral / active EE | $891 | $3,045-70.7% | $4,871-81.7% | $3,203-72.2% |
| Admin fee / account holder | $1,823 | $5,561-67.2% | $13,027-86.0% | $4,296-57.6% |