Filed July 24, 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 4-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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,579 | $42,772-35.5% | $87,507-68.5% | $55,167-50.0% |
| Participation rate | 9.5% | 66.5%-57.0pp | 73.8%-64.4pp | 69.0%-59.5pp |
| Annual return | -1.35% | 21.20%-22.6pp | 12.21%-13.6pp | 169.23%-170.6pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $292 | $2,342-87.5% | $3,149-90.7% | $3,054-90.4% |
| Admin fee / account holder | $17,239 | $461+3637.9% | $4,221+308.4% | $504+3321.0% |