Filed January 12, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,894 | $57,065-87.9% | $75,670-90.9% | $70,131-90.2% |
| Participation rate | 45.8% | 68.1%-22.3pp | 72.3%-26.5pp | 69.5%-23.7pp |
| Annual return | 20.03% | 23.57%-3.5pp | 27.34%-7.3pp | 73.14%-53.1pp |
| Employer contribution / active EE | $611 | $1,817-66.4% | $2,352-74.0% | $2,342-73.9% |
| Participant deferral / active EE | $654 | $2,580-74.6% | $3,142-79.2% | $3,332-80.4% |
| Admin fee / account holder | $269 | $3,825-93.0% | $5,800-95.4% | $4,645-94.2% |