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 | $296,750 | $110,257+169.1% | $96,544+207.4% | $139,434+112.8% |
| Participation rate | 69.2% | 78.1%-8.9pp | 76.0%-6.7pp | 80.3%-11.1pp |
| Annual return | 23.74% | 26.32%-2.6pp | 25.84%-2.1pp | 372.94%-349.2pp |
| Employer contribution / active EE | $4,921 | $3,620+35.9% | $2,965+66.0% | $4,751+3.6% |
| Participant deferral / active EE | $10,766 | $5,548+94.1% | $4,851+121.9% | $6,710+60.4% |
| Admin fee / account holder | $3,352 | $11,591-71.1% | $8,252-59.4% | $11,403-70.6% |