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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,343 | $137,414-72.8% | $189,513-80.3% | $85,850-56.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 87.8%-27.8pp | 69.3%-9.3pp |
| Annual return | 10.44% | 38.14%-27.7pp | 555.15%-544.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,427 | $4,344-67.2% | $6,162-76.8% | $2,565-44.4% |
| Participant deferral / active EE | $1,464 | $6,260-76.6% | $8,221-82.2% | $3,952-63.0% |
| Admin fee / account holder | $11,978 | $8,630+38.8% | $12,045-0.6% | $6,260+91.3% |