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 | $86,207 | $64,324+34.0% | $118,925-27.5% | $79,858+8.0% |
| Participation rate | 58.2% | 64.9%-6.6pp | 75.4%-17.1pp | 69.6%-11.4pp |
| Annual return | 17.27% | 86.45%-69.2pp | 35.88%-18.6pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,486 | $1,836-19.1% | $3,263-54.5% | $2,471-39.9% |
| Participant deferral / active EE | $2,042 | $2,824-27.7% | $4,265-52.1% | $3,740-45.4% |
| Admin fee / account holder | $15,648 | $4,040+287.3% | $6,581+137.8% | $5,306+194.9% |