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 | $108,838 | $70,475+54.4% | $100,516+8.3% | $79,858+36.3% |
| Participation rate | 68.0% | 73.7%-5.7pp | 79.4%-11.4pp | 69.6%-1.6pp |
| Annual return | 5.30% | 21.90%-16.6pp | 30.89%-25.6pp | 31.71%-26.4pp |
| Employer contribution / active EE | $1,501 | $2,165-30.6% | $3,418-56.1% | $2,471-39.2% |
| Participant deferral / active EE | $5,136 | $5,181-0.9% | $6,270-18.1% | $3,740+37.3% |
| Admin fee / account holder | $1,829 | $4,478-59.2% | $8,081-77.4% | $5,306-65.5% |