Filed January 19, 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 | $116,731 | $57,016+104.7% | $84,966+37.4% | $80,856+44.4% |
| Participation rate | 51.6% | 56.3%-4.8pp | 67.5%-15.9pp | 67.6%-16.1pp |
| Annual return | 14.69% | 21.66%-7.0pp | 66.38%-51.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,416 | $1,798+34.4% | $2,727-11.4% | $2,755-12.3% |
| Participant deferral / active EE | $5,342 | $3,110+71.8% | $4,519+18.2% | $4,296+24.4% |
| Admin fee / account holder | $17,438 | $4,980+250.1% | $6,149+183.6% | $6,918+152.1% |