Filed March 17, 2009 (most recent of 4 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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,631 | $41,256+63.9% | $86,590-21.9% | $77,958-13.2% |
| Participation rate | 47.0% | 63.0%-16.0pp | 73.5%-26.6pp | 71.6%-24.7pp |
| Annual return | 0.00% | 17.67%-17.7pp | 964.84%-964.8pp | 20.87%-20.9pp |
| Employer contribution / active EE | $578 | $1,613-64.2% | $2,839-79.7% | $2,310-75.0% |
| Participant deferral / active EE | $288 | $2,332-87.7% | $3,609-92.0% | $3,537-91.9% |
| Admin fee / account holder | $1,249 | $71+1664.6% | $4,906-74.5% | $97+1182.5% |