Filed December 18, 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 5-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 | $28,202 | $81,248-65.3% | $155,509-81.9% | $80,856-65.1% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.0pp | 67.6%-10.5pp |
| Annual return | 11.02% | 33.31%-22.3pp | 64.67%-53.6pp | 35.59%-24.6pp |
| Employer contribution / active EE | $995 | $3,100-67.9% | $4,672-78.7% | $2,755-63.9% |
| Participant deferral / active EE | $1,417 | $3,452-58.9% | $5,626-74.8% | $4,296-67.0% |
| Admin fee / account holder | $2,635 | $7,997-67.1% | $15,912-83.4% | $6,918-61.9% |