Filed October 7, 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.
Participant 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,833 | $123,793-72.7% | $177,821-81.0% | $79,858-57.6% |
| Participation rate | 62.5% | 84.7%-22.2pp | 87.7%-25.2pp | 69.6%-7.1pp |
| Annual return | 19.18% | 22.82%-3.6pp | 48.32%-29.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,757 | $4,095-57.1% | $5,918-70.3% | $2,471-28.9% |
| Participant deferral / active EE | $1,786 | $5,956-70.0% | $7,714-76.9% | $3,740-52.3% |
| Admin fee / account holder | $9,458 | $7,243+30.6% | $12,427-23.9% | $5,306+78.2% |