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 | $231,211 | $100,754+129.5% | $86,677+166.8% | $134,475+71.9% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -19.32% | 29.04%-48.4pp | 35.91%-55.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,853 | $3,489-18.2% | $2,836+0.6% | $4,740-39.8% |
| Participant deferral / active EE | $6,972 | $5,338+30.6% | $4,656+49.8% | $6,400+8.9% |
| Admin fee / account holder | $5,023 | $10,926-54.0% | $7,493-33.0% | $11,426-56.0% |