Filed March 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,468 | $84,233-0.9% | $170,442-51.0% | $70,131+19.0% |
| Participation rate | 14.0% | 70.8%-56.8pp | 83.6%-69.6pp | 69.5%-55.5pp |
| Annual return | 22.70% | 23.06%-0.4pp | 205.93%-183.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $318 | $3,086-89.7% | $4,939-93.6% | $3,332-90.5% |
| Admin fee / account holder | $9,789 | $5,698+71.8% | $13,880-29.5% | $4,645+110.7% |