Filed March 13, 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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,580 | $77,813-33.7% | $123,544-58.2% | $64,186-19.6% |
| Participation rate | 62.1% | 74.7%-12.6pp | 82.3%-20.2pp | 69.6%-7.4pp |
| Annual return | -15.14% | 12.48%-27.6pp | 119.20%-134.3pp | 7.63%-22.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,935 | $5,240-5.8% | $6,426-23.2% | $3,470+42.2% |
| Admin fee / account holder | $4,939 | $5,519-10.5% | $9,284-46.8% | $4,888+1.0% |