Filed March 19, 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 | $108,203 | $59,107+83.1% | $86,436+25.2% | $68,494+58.0% |
| Participation rate | 63.4% | 75.2%-11.8pp | 80.3%-16.9pp | 67.9%-4.5pp |
| Annual return | -13.39% | -0.23%-13.2pp | 4394.89%-4408.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,685 | $2,519-33.1% | $3,769-55.3% | $2,596-35.1% |
| Participant deferral / active EE | $5,196 | $5,901-11.9% | $6,952-25.3% | $4,027+29.0% |
| Admin fee / account holder | $27,232 | $5,637+383.1% | $6,731+304.6% | $5,403+404.0% |