Filed June 8, 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 | $25,552 | $27,641-7.6% | $61,373-58.4% | $68,494-62.7% |
| Participation rate | 59.7% | 39.5%+20.2pp | 52.6%+7.1pp | 67.9%-8.2pp |
| Annual return | -15.38% | -13.24%-2.1pp | 338.61%-354.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $286 | $695-58.8% | $1,159-75.3% | $2,596-89.0% |
| Participant deferral / active EE | $1,801 | $1,263+42.5% | $2,125-15.3% | $4,027-55.3% |
| Admin fee / account holder | $4,561 | $2,010+126.9% | $2,130+114.2% | $5,403-15.6% |