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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,465 | $59,839-9.0% | $81,983-33.6% | $79,858-31.8% |
| Participation rate | 38.6% | 61.6%-23.0pp | 69.2%-30.7pp | 69.6%-31.0pp |
| Annual return | 11.53% | 17.56%-6.0pp | 41.31%-29.8pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,168 | $2,695-56.7% | $3,722-68.6% | $3,740-68.8% |
| Admin fee / account holder | $10,678 | $4,287+149.1% | $5,664+88.5% | $5,306+101.2% |