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 | $68,612 | $32,117+113.6% | $71,086-3.5% | $64,186+6.9% |
| Participation rate | 47.8% | 42.7%+5.1pp | 54.7%-6.8pp | 69.6%-21.7pp |
| Annual return | -6.04% | -5.57%-0.5pp | 650.59%-656.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,017 | $712+42.8% | $1,088-6.5% | $2,381-57.3% |
| Participant deferral / active EE | $2,973 | $1,263+135.4% | $1,874+58.6% | $3,470-14.3% |
| Admin fee / account holder | $13,885 | $2,759+403.2% | $3,082+350.5% | $4,888+184.1% |