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 | $29,268 | $73,933-60.4% | $96,683-69.7% | $75,163-61.1% |
| Participation rate | 53.6% | 66.4%-12.9pp | 74.3%-20.8pp | 67.2%-13.6pp |
| Annual return | 13.50% | 26.70%-13.2pp | 35.69%-22.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $624 | $2,928-78.7% | $3,737-83.3% | $2,670-76.6% |
| Participant deferral / active EE | $3,337 | $3,659-8.8% | $4,878-31.6% | $4,125-19.1% |
| Admin fee / account holder | $735 | $5,216-85.9% | $6,730-89.1% | $5,651-87.0% |