Filed September 2, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,995 | $124,319+125.2% | $111,297+151.6% | $167,490+67.2% |
| Participation rate | 61.1% | 79.6%-18.5pp | 77.3%-16.2pp | 82.1%-21.0pp |
| Annual return | 17.51% | 37.44%-19.9pp | 54.65%-37.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,090 | $3,435-39.2% | $2,731-23.5% | $4,837-56.8% |
| Participant deferral / active EE | $5,124 | $5,180-1.1% | $4,487+14.2% | $6,341-19.2% |
| Admin fee / account holder | $11,472 | $10,618+8.0% | $7,964+44.1% | $12,309-6.8% |