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 | $75,185 | $76,000-1.1% | $154,107-51.2% | $64,186+17.1% |
| Participation rate | 11.1% | 70.4%-59.3pp | 83.0%-71.9pp | 69.6%-58.5pp |
| Annual return | -0.96% | 30.32%-31.3pp | 735.12%-736.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $388 | $3,175-87.8% | $5,081-92.4% | $3,470-88.8% |
| Admin fee / account holder | $1,716 | $5,596-69.3% | $13,411-87.2% | $4,888-64.9% |