Filed September 28, 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 | $129,339 | $58,828+119.9% | $77,999+65.8% | $62,891+105.7% |
| Participation rate | 53.7% | 71.1%-17.4pp | 75.5%-21.9pp | 69.3%-15.6pp |
| Annual return | 7.59% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $178 | $1,672-89.4% | $2,470-92.8% | $2,281-92.2% |
| Participant deferral / active EE | $1,231 | $2,686-54.2% | $3,497-64.8% | $3,203-61.6% |
| Admin fee / account holder | $17,061 | $4,393+288.4% | $5,480+211.3% | $4,296+297.2% |