Filed January 15, 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 | $38,544 | $45,152-14.6% | $73,843-47.8% | $59,632-35.4% |
| Participation rate | 53.6% | 64.0%-10.5pp | 73.4%-19.9pp | 68.7%-15.1pp |
| Annual return | -2.13% | 27.40%-29.5pp | 2267.84%-2270.0pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,036 | $2,574+18.0% | $3,583-15.3% | $3,192-4.9% |
| Admin fee / account holder | $1,609 | $3,516-54.2% | $4,880-67.0% | $4,297-62.6% |