Filed December 3, 2009 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $836,789 | $137,414+509.0% | $189,513+341.5% | $85,850+874.7% |
| Participation rate | 0.0% | 84.6%-84.6pp | 87.8%-87.8pp | 69.3%-69.3pp |
| Annual return | 9.88% | 38.14%-28.3pp | 555.15%-545.3pp | 318.53%-308.7pp |
| Employer contribution / active EE | $5,634 | $4,344+29.7% | $6,162-8.6% | $2,565+119.6% |
| Participant deferral / active EE | $2,008 | $6,260-67.9% | $8,221-75.6% | $3,952-49.2% |
| Admin fee / account holder | $20,948 | $8,630+142.7% | $12,045+73.9% | $6,260+234.6% |