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 | $61,918 | $27,915+121.8% | $58,482+5.9% | $75,163-17.6% |
| Participation rate | 44.2% | 38.8%+5.3pp | 50.9%-6.7pp | 67.2%-23.0pp |
| Annual return | 16.68% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,109 | $669+65.7% | $1,053+5.3% | $2,670-58.5% |
| Participant deferral / active EE | $3,137 | $1,201+161.1% | $1,924+63.0% | $4,125-24.0% |
| Admin fee / account holder | $5,739 | $1,726+232.6% | $2,516+128.1% | $5,651+1.6% |