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.
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 | $29,184 | $73,867-60.5% | $143,757-79.7% | $68,494-57.4% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | 54.42% | 1.01%+53.4pp | -0.04%+54.5pp | -7.84%+62.3pp |
| Employer contribution / active EE | $653 | $3,184-79.5% | $4,951-86.8% | $2,596-74.8% |
| Participant deferral / active EE | $1,939 | $3,384-42.7% | $5,637-65.6% | $4,027-51.9% |
| Admin fee / account holder | $4,482 | $5,755-22.1% | $14,673-69.5% | $5,403-17.1% |