Filed April 16, 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.
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 | $147,816 | $106,749+38.5% | $145,433+1.6% | $82,448+79.3% |
| Participation rate | 65.5% | 75.6%-10.1pp | 82.1%-16.6pp | 68.1%-2.6pp |
| Annual return | 12.92% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $882 | $3,444-74.4% | $4,554-80.6% | $2,551-65.4% |
| Participant deferral / active EE | $6,053 | $6,519-7.1% | $7,897-23.3% | $4,139+46.2% |
| Admin fee / account holder | $39,328 | $8,390+368.8% | $13,129+199.6% | $7,234+443.6% |