Filed September 2, 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 | $56,075 | $85,766-34.6% | $136,294-58.9% | $70,131-20.0% |
| Participation rate | 34.1% | 74.2%-40.0pp | 81.9%-47.8pp | 69.5%-35.4pp |
| Annual return | 23.29% | 31.45%-8.2pp | 5155.94%-5132.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $543 | $2,966-81.7% | $4,695-88.4% | $2,342-76.8% |
| Participant deferral / active EE | $3,698 | $5,051-26.8% | $6,247-40.8% | $3,332+11.0% |
| Admin fee / account holder | $3,721 | $5,420-31.3% | $9,243-59.7% | $4,645-19.9% |