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 | $114,088 | $77,503+47.2% | $100,391+13.6% | $80,856+41.1% |
| Participation rate | 54.7% | 76.9%-22.2pp | 81.5%-26.8pp | 67.6%-12.9pp |
| Annual return | 13.81% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,166 | $2,801-58.4% | $3,942-70.4% | $2,755-57.7% |
| Participant deferral / active EE | $3,927 | $6,820-42.4% | $8,082-51.4% | $4,296-8.6% |
| Admin fee / account holder | $20,050 | $5,897+240.0% | $7,899+153.8% | $6,918+189.8% |