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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,348 | $125,758-64.7% | $169,993-73.9% | $75,163-41.0% |
| Participation rate | 62.1% | 83.6%-21.5pp | 87.0%-24.9pp | 67.2%-5.1pp |
| Annual return | 17.59% | 27.20%-9.6pp | 53.37%-35.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,945 | $4,615-57.9% | $6,785-71.3% | $2,670-27.1% |
| Participant deferral / active EE | $2,020 | $6,837-70.4% | $10,408-80.6% | $4,125-51.0% |
| Admin fee / account holder | $4,113 | $8,173-49.7% | $12,815-67.9% | $5,651-27.2% |