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 | $28,778 | $75,828-62.0% | $147,614-80.5% | $59,632-51.7% |
| Participation rate | 48.8% | 71.6%-22.8pp | 84.6%-35.8pp | 68.7%-19.9pp |
| Annual return | 2.49% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $626 | $3,485-82.0% | $5,564-88.8% | $2,203-71.6% |
| Participant deferral / active EE | $2,375 | $3,130-24.1% | $4,895-51.5% | $3,192-25.6% |
| Admin fee / account holder | $3,099 | $5,985-48.2% | $11,611-73.3% | $4,297-27.9% |