Filed September 1, 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 | $68,611 | $43,075+59.3% | $74,583-8.0% | $62,891+9.1% |
| Participation rate | 46.8% | 58.1%-11.2pp | 68.1%-21.3pp | 69.3%-22.5pp |
| Annual return | 8.30% | 17.50%-9.2pp | 20.47%-12.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $701 | $1,498-53.2% | $2,525-72.2% | $2,281-69.3% |
| Participant deferral / active EE | $3,570 | $2,389+49.4% | $3,458+3.2% | $3,203+11.5% |
| Admin fee / account holder | $4,534 | $2,840+59.7% | $4,138+9.6% | $4,296+5.6% |