Filed June 8, 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 | $24,623 | $57,354-57.1% | $83,848-70.6% | $64,186-61.6% |
| Participation rate | 61.8% | 68.6%-6.8pp | 76.1%-14.4pp | 69.6%-7.8pp |
| Annual return | -3.24% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $596 | $2,545-76.6% | $3,631-83.6% | $2,381-75.0% |
| Participant deferral / active EE | $3,200 | $2,993+6.9% | $4,082-21.6% | $3,470-7.8% |
| Admin fee / account holder | $4,574 | $4,046+13.1% | $5,478-16.5% | $4,888-6.4% |