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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,514 | $85,202+30.9% | $172,739-35.4% | $72,985+52.8% |
| Participation rate | 6.7% | 70.1%-63.4pp | 82.6%-76.0pp | 69.5%-62.8pp |
| Annual return | 7.30% | 27.32%-20.0pp | 802.84%-795.5pp | 81.00%-73.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $284 | $3,260-91.3% | $5,198-94.5% | $3,607-92.1% |
| Admin fee / account holder | $6,910 | $5,884+17.4% | $13,954-50.5% | $5,124+34.8% |