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 | $53,786 | $49,915+7.8% | $154,803-65.3% | $74,304-27.6% |
| Participation rate | 26.5% | 54.0%-27.5pp | 78.1%-51.6pp | 60.3%-33.9pp |
| Annual return | 16.14% | 34.06%-17.9pp | 58.88%-42.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $364 | $1,611-77.4% | $4,305-91.5% | $2,241-83.8% |
| Participant deferral / active EE | $919 | $2,255-59.2% | $5,540-83.4% | $3,767-75.6% |
| Admin fee / account holder | $2,921 | $2,189+33.4% | $14,329-79.6% | $2,969-1.6% |