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 | $148,988 | $84,487+76.3% | $125,339+18.9% | $66,914+122.7% |
| Participation rate | 68.3% | 76.4%-8.1pp | 82.4%-14.1pp | 69.8%-1.5pp |
| Annual return | 7.50% | -8.39%+15.9pp | 572.05%-564.5pp | 1.58%+5.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,981 | $6,781+3.0% | $7,446-6.2% | $4,237+64.8% |
| Admin fee / account holder | $5,457 | $685+696.7% | $10,010-45.5% | $593+819.9% |