Filed June 4, 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 | $78,926 | $171,865-54.1% | $149,718-47.3% | $147,584-46.5% |
| Participation rate | 55.6% | 88.2%-32.6pp | 87.1%-31.5pp | 82.8%-27.3pp |
| Annual return | 17.40% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,096 | $6,275-82.5% | $5,445-79.9% | $4,876-77.5% |
| Participant deferral / active EE | $2,540 | $7,271-65.1% | $6,569-61.3% | $5,439-53.3% |
| Admin fee / account holder | $1,043 | $13,799-92.4% | $11,283-90.8% | $10,885-90.4% |