Filed June 9, 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.
Employer 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 | $14,564 | $77,634-81.2% | $156,549-90.7% | $62,891-76.8% |
| Participation rate | 45.9% | 71.2%-25.3pp | 84.0%-38.1pp | 69.3%-23.4pp |
| Annual return | -0.73% | 50.32%-51.1pp | 32.23%-33.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $364 | $3,444-89.4% | $5,501-93.4% | $2,281-84.1% |
| Participant deferral / active EE | $1,133 | $3,045-62.8% | $4,871-76.7% | $3,203-64.6% |
| Admin fee / account holder | $466 | $5,561-91.6% | $13,027-96.4% | $4,296-89.2% |