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 | $93,476 | $65,409+42.9% | $98,442-5.0% | $85,850+8.9% |
| Participation rate | 69.2% | 65.0%+4.2pp | 73.3%-4.1pp | 69.3%-0.1pp |
| Annual return | 13.69% | 21.76%-8.1pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,559 | $3,166+138.7% | $4,276+76.8% | $3,952+91.3% |
| Admin fee / account holder | $920 | $4,593-80.0% | $5,949-84.5% | $6,260-85.3% |