Filed February 23, 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 | $26,561 | $39,162-32.2% | $100,671-73.6% | $59,632-55.5% |
| Participation rate | 61.1% | 55.9%+5.3pp | 70.7%-9.6pp | 68.7%-7.6pp |
| Annual return | -1.01% | 21.07%-22.1pp | 20.43%-21.4pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $638 | $1,151-44.6% | $4,012-84.1% | $2,203-71.1% |
| Participant deferral / active EE | $1,601 | $1,992-19.6% | $3,144-49.1% | $3,192-49.8% |
| Admin fee / account holder | $1,456 | $2,969-51.0% | $4,850-70.0% | $4,297-66.1% |