Filed September 2, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,709 | $112,096+69.2% | $95,952+97.7% | $158,922+19.4% |
| Participation rate | 55.0% | 79.0%-24.0pp | 77.1%-22.1pp | 82.0%-27.0pp |
| Annual return | 16.05% | 171.09%-155.0pp | 91.61%-75.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,525 | $3,198-21.0% | $2,541-0.6% | $4,761-47.0% |
| Participant deferral / active EE | $6,139 | $4,784+28.3% | $4,167+47.3% | $5,982+2.6% |
| Admin fee / account holder | $55,091 | $10,130+443.8% | $6,795+710.7% | $11,246+389.9% |