Filed August 14, 2009 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,144 | $51,736+91.6% | $120,225-17.5% | $67,986+45.8% |
| Participation rate | 60.0% | 46.1%+13.9pp | 69.6%-9.6pp | 57.2%+2.8pp |
| Annual return | 15.31% | 31.98%-16.7pp | 439.23%-423.9pp | 31.67%-16.4pp |
| Employer contribution / active EE | $435 | $1,071-59.4% | $3,475-87.5% | $2,019-78.5% |
| Participant deferral / active EE | $4,636 | $2,206+110.2% | $3,999+15.9% | $3,358+38.0% |
| Admin fee / account holder | $5,121 | $4,159+23.1% | $5,696-10.1% | $3,203+59.9% |