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 | $22,672 | $64,707-65.0% | $112,228-79.8% | $68,494-66.9% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -5.07% | -11.40%+6.3pp | 27.45%-32.5pp | -7.84%+2.8pp |
| Employer contribution / active EE | $720 | $2,746-73.8% | $3,635-80.2% | $2,596-72.3% |
| Participant deferral / active EE | $3,740 | $3,565+4.9% | $4,728-20.9% | $4,027-7.1% |
| Admin fee / account holder | $22,921 | $5,232+338.1% | $6,410+257.6% | $5,403+324.3% |