Filed December 27, 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 9-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 | $48,240 | $45,343+6.4% | $150,298-67.9% | $67,986-29.0% |
| Participation rate | 43.1% | 51.9%-8.7pp | 77.8%-34.6pp | 57.2%-14.1pp |
| Annual return | 16.91% | 33.28%-16.4pp | 62.79%-45.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $886 | $1,462-39.4% | $4,154-78.7% | $2,019-56.1% |
| Participant deferral / active EE | $2,474 | $2,055+20.4% | $5,453-54.6% | $3,358-26.3% |
| Admin fee / account holder | $2,718 | $2,250+20.8% | $14,116-80.7% | $3,203-15.1% |