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 | $30,699 | $27,915+10.0% | $58,482-47.5% | $75,163-59.2% |
| Participation rate | 50.7% | 38.8%+11.9pp | 50.9%-0.2pp | 67.2%-16.5pp |
| Annual return | 16.19% | 44.20%-28.0pp | 4239.32%-4223.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $251 | $669-62.5% | $1,053-76.2% | $2,670-90.6% |
| Participant deferral / active EE | $1,606 | $1,201+33.7% | $1,924-16.5% | $4,125-61.1% |
| Admin fee / account holder | $4,321 | $1,726+150.4% | $2,516+71.7% | $5,651-23.5% |