Filed February 21, 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 | $53,279 | $52,580+1.3% | $71,671-25.7% | $70,131-24.0% |
| Participation rate | 58.6% | 60.9%-2.3pp | 68.7%-10.1pp | 69.5%-10.9pp |
| Annual return | 16.84% | 20.25%-3.4pp | 20.65%-3.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,536 | $1,616-4.9% | $2,460-37.6% | $2,342-34.4% |
| Participant deferral / active EE | $2,523 | $2,386+5.7% | $3,438-26.6% | $3,332-24.3% |
| Admin fee / account holder | $5,560 | $3,653+52.2% | $5,5580% | $4,645+19.7% |