Filed June 8, 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 9-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,579 | $80,717-68.3% | $154,803-83.5% | $84,808-69.8% |
| Participation rate | 32.0% | 66.8%-34.9pp | 78.1%-46.1pp | 68.3%-36.4pp |
| Annual return | -2.02% | 37.96%-40.0pp | 58.88%-60.9pp | 40.90%-42.9pp |
| Employer contribution / active EE | $461 | $2,761-83.3% | $4,305-89.3% | $2,631-82.5% |
| Participant deferral / active EE | $852 | $3,303-74.2% | $5,540-84.6% | $4,212-79.8% |
| Admin fee / account holder | $1,267 | $6,746-81.2% | $14,329-91.2% | $7,344-82.8% |