Filed July 7, 2009 (most recent of 2 filings on file)
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 | $59,937 | $30,732+95.0% | $59,496+0.7% | $59,632+0.5% |
| Participation rate | 51.4% | 43.2%+8.1pp | 54.6%-3.2pp | 68.7%-17.3pp |
| Annual return | -1.37% | 4.47%-5.8pp | 182.05%-183.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $969 | $631+53.7% | $1,153-15.9% | $2,203-56.0% |
| Participant deferral / active EE | $2,022 | $1,183+70.9% | $1,829+10.5% | $3,192-36.6% |
| Admin fee / account holder | $14,605 | $2,136+583.7% | $2,232+554.3% | $4,297+239.9% |