Filed February 23, 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 | $20,057 | $41,377-51.5% | $109,313-81.7% | $62,891-68.1% |
| Participation rate | 65.5% | 57.5%+8.0pp | 71.3%-5.7pp | 69.3%-3.8pp |
| Annual return | 3.98% | 11.05%-7.1pp | 22.07%-18.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $632 | $1,276-50.5% | $3,892-83.8% | $2,281-72.3% |
| Participant deferral / active EE | $1,518 | $2,045-25.8% | $3,166-52.1% | $3,203-52.6% |
| Admin fee / account holder | $7,518 | $2,884+160.7% | $5,666+32.7% | $4,296+75.0% |