Filed April 1, 2009
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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,771 | $80,968-89.2% | $96,544-90.9% | $75,163-88.3% |
| Participation rate | 12.2% | 71.8%-59.6pp | 76.0%-63.8pp | 67.2%-55.0pp |
| Annual return | 24.10% | 27.06%-3.0pp | 25.84%-1.7pp | 160.62%-136.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $435 | $3,928-88.9% | $4,851-91.0% | $4,125-89.5% |
| Admin fee / account holder | $47 | $6,724-99.3% | $8,252-99.4% | $5,651-99.2% |