Filed February 10, 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.
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 | $44,640 | $75,828-41.1% | $147,614-69.8% | $59,632-25.1% |
| Participation rate | 58.3% | 71.6%-13.2pp | 84.6%-26.3pp | 68.7%-10.3pp |
| Annual return | -0.42% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $2,026 | $3,485-41.8% | $5,564-63.6% | $2,203-8.0% |
| Participant deferral / active EE | $3,985 | $3,130+27.3% | $4,895-18.6% | $3,192+24.9% |
| Admin fee / account holder | $668 | $5,985-88.8% | $11,611-94.2% | $4,297-84.5% |