Filed October 21, 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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,276 | $179,726-98.2% | $156,263-97.9% | $142,382-97.7% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.9%-78.9pp | 80.1%-80.1pp |
| Annual return | -103.16% | 77.86%-181.0pp | 59.47%-162.6pp | 217.08%-320.2pp |
| Employer contribution / active EE | $2,770 | $5,069-45.4% | $4,333-36.1% | $4,299-35.6% |
| Participant deferral / active EE | $8,366 | $6,956+20.3% | $6,158+35.8% | $6,507+28.6% |
| Admin fee / account holder | $178,286 | $17,272+932.2% | $14,255+1150.7% | $12,624+1312.3% |