Filed September 3, 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 | $77,792 | $48,050+61.9% | $85,969-9.5% | $59,632+30.5% |
| Participation rate | 63.1% | 64.5%-1.4pp | 76.5%-13.4pp | 68.7%-5.6pp |
| Annual return | -1.53% | 0.29%-1.8pp | 9.32%-10.9pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,289 | $1,640-21.4% | $3,474-62.9% | $2,203-41.5% |
| Participant deferral / active EE | $1,939 | $2,249-13.8% | $3,829-49.4% | $3,192-39.3% |
| Admin fee / account holder | $1,853 | $3,206-42.2% | $6,053-69.4% | $4,297-56.9% |