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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,536 | $77,899-69.8% | $149,673-84.3% | $75,163-68.7% |
| Participation rate | 54.9% | 65.6%-10.7pp | 78.8%-23.9pp | 67.2%-12.3pp |
| Annual return | -28.59% | 31.72%-60.3pp | 134.42%-163.0pp | 160.62%-189.2pp |
| Employer contribution / active EE | $1,311 | $3,137-58.2% | $4,818-72.8% | $2,670-50.9% |
| Participant deferral / active EE | $2,314 | $3,411-32.2% | $5,680-59.3% | $4,125-43.9% |
| Admin fee / account holder | $1,857 | $5,956-68.8% | $13,210-85.9% | $5,651-67.1% |