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 | $53,053+86.9% | $126,539-21.6% | $74,304+33.4% |
| Participation rate | 60.0% | 48.0%+12.0pp | 69.8%-9.8pp | 60.3%-0.3pp |
| Annual return | 15.31% | 29.46%-14.2pp | 425.95%-410.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $435 | $1,168-62.7% | $3,674-88.2% | $2,241-80.6% |
| Participant deferral / active EE | $4,636 | $2,303+101.3% | $4,083+13.5% | $3,767+23.0% |
| Admin fee / account holder | $5,121 | $3,698+38.5% | $6,065-15.6% | $2,969+72.5% |