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 | $167,193 | $91,407+82.9% | $135,903+23.0% | $71,457+134.0% |
| Participation rate | 62.9% | 75.7%-12.8pp | 81.9%-19.0pp | 67.9%-5.1pp |
| Annual return | 52.93% | 29.90%+23.0pp | 68.23%-15.3pp | 28.85%+24.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,746 | $7,092-4.9% | $7,758-13.0% | $4,289+57.3% |
| Admin fee / account holder | $55,998 | $1,266+4324.0% | $10,762+420.3% | $1,587+3427.9% |