Filed January 9, 2008
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 | $36,138 | $50,464-28.4% | $75,781-52.3% | $52,331-30.9% |
| Participation rate | 60.0% | 66.8%-6.8pp | 75.8%-15.8pp | 68.1%-8.1pp |
| Annual return | -2.15% | 1.03%-3.2pp | 9.68%-11.8pp | 4.54%-6.7pp |
| Employer contribution / active EE | $644 | $1,988-67.6% | $3,323-80.6% | $1,882-65.8% |
| Participant deferral / active EE | $1,976 | $2,570-23.1% | $3,651-45.9% | $3,022-34.6% |
| Admin fee / account holder | $839 | $1,103-23.9% | $5,299-84.2% | $592+41.9% |