Filed April 30, 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 7-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 | $90,944 | $77,813+16.9% | $123,544-26.4% | $64,186+41.7% |
| Participation rate | 47.5% | 74.7%-27.2pp | 82.3%-34.8pp | 69.6%-22.1pp |
| Annual return | 13.54% | 12.48%+1.1pp | 119.20%-105.7pp | 7.63%+5.9pp |
| Employer contribution / active EE | $554 | $3,014-81.6% | $4,628-88.0% | $2,381-76.7% |
| Participant deferral / active EE | $2,235 | $5,240-57.3% | $6,426-65.2% | $3,470-35.6% |
| Admin fee / account holder | $32,557 | $5,519+489.9% | $9,284+250.7% | $4,888+566.1% |