Filed July 22, 2009 (most recent of 3 filings on file)
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 | $52,901 | $85,766-38.3% | $136,294-61.2% | $70,131-24.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 13.65% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,957 | $2,966-34.0% | $4,695-58.3% | $2,342-16.4% |
| Participant deferral / active EE | $4,087 | $5,051-19.1% | $6,247-34.6% | $3,332+22.7% |
| Admin fee / account holder | $11,449 | $5,420+111.2% | $9,243+23.9% | $4,645+146.5% |