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 | $148,494 | $209,336-29.1% | $197,124-24.7% | $137,256+8.2% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 15.42% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $5,574 | $6,591-15.4% | $6,227-10.5% | $4,156+34.1% |
| Participant deferral / active EE | $5,031 | $9,614-47.7% | $9,135-44.9% | $6,407-21.5% |
| Admin fee / account holder | $6,726 | $17,308-61.1% | $16,298-58.7% | $12,270-45.2% |