Filed August 14, 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 | $59,023 | $60,349-2.2% | $74,183-20.4% | $62,891-6.2% |
| Participation rate | 62.9% | 72.7%-9.9pp | 76.6%-13.8pp | 69.3%-6.4pp |
| Annual return | 8.42% | 21.37%-13.0pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,951 | $1,680+16.1% | $2,370-17.7% | $2,281-14.5% |
| Participant deferral / active EE | $5,365 | $2,856+87.9% | $3,550+51.2% | $3,203+67.5% |
| Admin fee / account holder | $13,380 | $4,261+214.0% | $5,586+139.5% | $4,296+211.5% |