Filed July 22, 2009 (most recent of 3 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 | $48,463 | $76,552-36.7% | $123,892-60.9% | $62,891-22.9% |
| Participation rate | 68.9% | 73.0%-4.1pp | 81.4%-12.5pp | 69.3%-0.4pp |
| Annual return | 6.67% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,134 | $2,883-26.0% | $4,617-53.8% | $2,281-6.4% |
| Participant deferral / active EE | $4,127 | $4,840-14.7% | $5,984-31.0% | $3,203+28.8% |
| Admin fee / account holder | $13,331 | $4,826+176.2% | $8,357+59.5% | $4,296+210.3% |