Filed June 8, 2009 (most recent of 2 filings on file)
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 | $62,300 | $52,580+18.5% | $71,671-13.1% | $70,131-11.2% |
| Participation rate | 44.7% | 60.9%-16.1pp | 68.7%-24.0pp | 69.5%-24.8pp |
| Annual return | 12.10% | 20.25%-8.2pp | 20.65%-8.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $872 | $2,386-63.4% | $3,438-74.6% | $3,332-73.8% |
| Admin fee / account holder | $9,007 | $3,653+146.6% | $5,558+62.0% | $4,645+93.9% |