Filed May 29, 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 | $83,567 | $135,952-38.5% | $123,892-32.5% | $273,961-69.5% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 5.10% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,337 | $5,170-74.1% | $4,617-71.0% | $4,869-72.5% |
| Participant deferral / active EE | $3,503 | $6,343-44.8% | $5,984-41.5% | $5,287-33.7% |
| Admin fee / account holder | $15,955 | $9,817+62.5% | $8,357+90.9% | $10,132+57.5% |