Filed April 20, 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 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,330 | $52,467+1.6% | $57,179-6.7% | $55,167-3.3% |
| Participation rate | 48.6% | 75.8%-27.2pp | 75.3%-26.7pp | 69.0%-20.3pp |
| Annual return | 0.60% | 7.72%-7.1pp | 14.59%-14.0pp | 169.23%-168.6pp |
| Employer contribution / active EE | $1,402 | $2,477-43.4% | $2,682-47.7% | $1,963-28.5% |
| Participant deferral / active EE | $1,670 | $2,830-41.0% | $3,096-46.0% | $3,054-45.3% |
| Admin fee / account holder | $3,997 | $269+1385.5% | $3,139+27.3% | $504+693.2% |