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 | $55,623 | $27,641+101.2% | $61,373-9.4% | $68,494-18.8% |
| Participation rate | 47.8% | 39.5%+8.3pp | 52.6%-4.7pp | 67.9%-20.1pp |
| Annual return | -18.60% | -13.24%-5.4pp | 338.61%-357.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,291 | $695+85.6% | $1,159+11.3% | $2,596-50.3% |
| Participant deferral / active EE | $3,093 | $1,263+144.9% | $2,125+45.6% | $4,027-23.2% |
| Admin fee / account holder | $1,178 | $2,010-41.4% | $2,130-44.7% | $5,403-78.2% |