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 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.
Employer 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 | $37,752 | $72,277-47.8% | $101,248-62.7% | $79,858-52.7% |
| Participation rate | 45.7% | 68.5%-22.7pp | 75.8%-30.1pp | 69.6%-23.9pp |
| Annual return | 16.12% | 22.30%-6.2pp | 46.47%-30.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $549 | $2,692-79.6% | $3,660-85.0% | $2,471-77.8% |
| Participant deferral / active EE | $2,631 | $3,282-19.8% | $4,370-39.8% | $3,740-29.6% |
| Admin fee / account holder | $1,527 | $4,400-65.3% | $5,945-74.3% | $5,306-71.2% |