Filed June 8, 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 | $36,009 | $45,152-20.2% | $73,843-51.2% | $59,632-39.6% |
| Participation rate | 68.6% | 64.0%+4.5pp | 73.4%-4.9pp | 68.7%-0.1pp |
| Annual return | -2.42% | 27.40%-29.8pp | 2267.84%-2270.3pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,965 | $1,902+3.3% | $2,787-29.5% | $2,203-10.8% |
| Participant deferral / active EE | $3,771 | $2,574+46.5% | $3,583+5.2% | $3,192+18.1% |
| Admin fee / account holder | $2,553 | $3,516-27.4% | $4,880-47.7% | $4,297-40.6% |