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 | $69,937 | $52,836+32.4% | $105,738-33.9% | $64,186+9.0% |
| Participation rate | 61.7% | 66.5%-4.8pp | 76.3%-14.6pp | 69.6%-7.9pp |
| Annual return | -7.68% | 14.30%-22.0pp | 6.27%-14.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,470 | $1,827-19.5% | $3,268-55.0% | $2,381-38.3% |
| Participant deferral / active EE | $2,135 | $2,545-16.1% | $4,080-47.7% | $3,470-38.5% |
| Admin fee / account holder | $15,027 | $3,959+279.6% | $6,913+117.4% | $4,888+207.4% |