Filed June 8, 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 | $84,296 | $54,541+54.6% | $78,778+7.0% | $70,131+20.2% |
| Participation rate | 67.7% | 60.8%+6.9pp | 69.2%-1.4pp | 69.5%-1.8pp |
| Annual return | 12.05% | 21.07%-9.0pp | 35.62%-23.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $650 | $1,089-40.3% | $1,986-67.3% | $2,342-72.3% |
| Participant deferral / active EE | $1,832 | $2,210-17.1% | $2,958-38.1% | $3,332-45.0% |
| Admin fee / account holder | $6,707 | $3,709+80.9% | $5,134+30.7% | $4,645+44.4% |