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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,118 | $98,750+102.7% | $149,696+33.7% | $79,858+150.6% |
| Participation rate | 63.1% | 75.8%-12.7pp | 82.5%-19.4pp | 69.6%-6.6pp |
| Annual return | 92.44% | 27.43%+65.0pp | 276.60%-184.2pp | 31.71%+60.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,120 | $5,680+25.3% | $6,842+4.1% | $3,740+90.4% |
| Admin fee / account holder | $8,326 | $6,053+37.6% | $9,309-10.6% | $5,306+56.9% |