Filed February 25, 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 | $86,558 | $91,190-5.1% | $178,490-51.5% | $79,858+8.4% |
| Participation rate | 45.7% | 69.2%-23.5pp | 81.9%-36.3pp | 69.6%-24.0pp |
| Annual return | 17.03% | 24.19%-7.2pp | 151.07%-134.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,174 | $3,236-32.8% | $5,202-58.2% | $3,740-41.9% |
| Admin fee / account holder | $1,154 | $6,751-82.9% | $13,984-91.7% | $5,306-78.2% |