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 | $97,535 | $95,416+2.2% | $185,823-47.5% | $85,850+13.6% |
| Participation rate | 58.8% | 68.8%-9.9pp | 81.7%-22.9pp | 69.3%-10.5pp |
| Annual return | 11.86% | 23.59%-11.7pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,067 | $3,423+18.8% | $5,568-27.0% | $3,952+2.9% |
| Admin fee / account holder | $1,120 | $7,213-84.5% | $16,237-93.1% | $6,260-82.1% |