Filed March 19, 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 | $90,691 | $63,355+43.1% | $91,989-1.4% | $72,985+24.3% |
| Participation rate | 68.0% | 72.5%-4.5pp | 78.6%-10.6pp | 69.5%-1.5pp |
| Annual return | 7.85% | 35.35%-27.5pp | 69.02%-61.2pp | 81.00%-73.2pp |
| Employer contribution / active EE | $1,362 | $2,116-35.6% | $3,452-60.5% | $2,440-44.2% |
| Participant deferral / active EE | $4,692 | $4,883-3.9% | $5,923-20.8% | $3,607+30.1% |
| Admin fee / account holder | $1,278 | $4,668-72.6% | $7,743-83.5% | $5,124-75.1% |