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 | $25,848 | $73,867-65.0% | $143,757-82.0% | $68,494-62.3% |
| Participation rate | 62.3% | 66.7%-4.4pp | 80.3%-18.0pp | 67.9%-5.6pp |
| Annual return | -15.47% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $871 | $3,184-72.6% | $4,951-82.4% | $2,596-66.4% |
| Participant deferral / active EE | $2,699 | $3,384-20.3% | $5,637-52.1% | $4,027-33.0% |
| Admin fee / account holder | $945 | $5,755-83.6% | $14,673-93.6% | $5,403-82.5% |