Filed December 18, 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 5-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 | $24,498 | $77,899-68.6% | $149,673-83.6% | $75,163-67.4% |
| Participation rate | 58.9% | 65.6%-6.7pp | 78.8%-19.9pp | 67.2%-8.3pp |
| Annual return | 12.99% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,203 | $3,411-64.7% | $5,680-78.8% | $4,125-70.8% |
| Admin fee / account holder | $358 | $5,956-94.0% | $13,210-97.3% | $5,651-93.7% |