Filed November 29, 2010 (most recent of 2 filings on file)
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 | $62,520 | $81,460-23.3% | $103,333-39.5% | $80,856-22.7% |
| Participation rate | 59.0% | 66.8%-7.9pp | 74.5%-15.5pp | 67.6%-8.7pp |
| Annual return | 12.10% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,411 | $3,105-22.4% | $3,868-37.7% | $2,755-12.5% |
| Participant deferral / active EE | $5,040 | $3,869+30.3% | $5,057-0.3% | $4,296+17.3% |
| Admin fee / account holder | $5,091 | $6,566-22.5% | $8,355-39.1% | $6,918-26.4% |