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 | $33,662 | $111,754-69.9% | $103,333-67.4% | $145,922-76.9% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 10.94% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,229 | $4,212-70.8% | $3,868-68.2% | $4,660-73.6% |
| Participant deferral / active EE | $3,958 | $5,619-29.5% | $5,057-21.7% | $6,688-40.8% |
| Admin fee / account holder | $7,336 | $9,750-24.8% | $8,355-12.2% | $13,397-45.2% |