Filed October 23, 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 | $79,166 | $56,629+39.8% | $77,999+1.5% | $55,167+43.5% |
| Participation rate | 69.7% | 73.3%-3.6pp | 75.5%-5.9pp | 69.0%+0.7pp |
| Annual return | 11.63% | 2866.98%-2855.4pp | 425.96%-414.3pp | 169.23%-157.6pp |
| Employer contribution / active EE | $2,074 | $1,723+20.4% | $2,470-16.0% | $1,963+5.7% |
| Participant deferral / active EE | $3,008 | $2,777+8.3% | $3,497-14.0% | $3,054-1.5% |
| Admin fee / account holder | $1,763 | $467+278.0% | $5,480-67.8% | $504+250.0% |