Filed September 10, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,841 | $102,317+21.0% | $146,958-15.7% | $80,856+53.2% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.2%-39.8pp | 67.6%-25.3pp |
| Annual return | 8.89% | 134.76%-125.9pp | 418.34%-409.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,219 | $6,644-51.5% | $8,070-60.1% | $4,296-25.1% |
| Admin fee / account holder | $61,114 | $7,941+669.6% | $12,998+370.2% | $6,918+783.4% |