Filed April 30, 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 | $25,217 | $112,096-77.5% | $95,952-73.7% | $158,922-84.1% |
| Participation rate | 63.2% | 79.0%-15.8pp | 77.1%-13.9pp | 82.0%-18.8pp |
| Annual return | 4.55% | 171.09%-166.5pp | 91.61%-87.1pp | 302.83%-298.3pp |
| Employer contribution / active EE | $719 | $3,198-77.5% | $2,541-71.7% | $4,761-84.9% |
| Participant deferral / active EE | $1,569 | $4,784-67.2% | $4,167-62.4% | $5,982-73.8% |
| Admin fee / account holder | $6,763 | $10,130-33.2% | $6,795-0.5% | $11,246-39.9% |