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.
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 | $12,305 | $63,764-80.7% | $81,930-85.0% | $79,858-84.6% |
| Participation rate | 60.9% | 67.5%-6.6pp | 72.0%-11.1pp | 69.6%-8.8pp |
| Annual return | 12.17% | 22.66%-10.5pp | 29.49%-17.3pp | 31.71%-19.5pp |
| Employer contribution / active EE | $815 | $1,795-54.6% | $4,310-81.1% | $2,471-67.0% |
| Participant deferral / active EE | $1,090 | $2,780-60.8% | $7,107-84.7% | $3,740-70.9% |
| Admin fee / account holder | $2,747 | $4,426-37.9% | $5,158-46.7% | $5,306-48.2% |