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 | $117,077 | $68,346+71.3% | $94,646+23.7% | $75,163+55.8% |
| Participation rate | 67.6% | 76.1%-8.5pp | 80.8%-13.3pp | 67.2%+0.4pp |
| Annual return | 11.91% | 616.93%-605.0pp | 156.71%-144.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,466 | $2,701-45.7% | $3,672-60.1% | $2,670-45.1% |
| Participant deferral / active EE | $4,907 | $6,537-24.9% | $7,418-33.8% | $4,125+19.0% |
| Admin fee / account holder | $4,622 | $5,326-13.2% | $7,231-36.1% | $5,651-18.2% |