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 | $128,278 | $80,673+59.0% | $101,326+26.6% | $84,808+51.3% |
| Participation rate | 61.2% | 77.8%-16.6pp | 81.5%-20.3pp | 68.3%-7.1pp |
| Annual return | 13.51% | 38.95%-25.4pp | 36.82%-23.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,446 | $2,698-46.4% | $3,665-60.6% | $2,631-45.0% |
| Participant deferral / active EE | $4,024 | $6,840-41.2% | $7,994-49.7% | $4,212-4.4% |
| Admin fee / account holder | $1,877 | $12,784-85.3% | $11,185-83.2% | $7,344-74.4% |