Filed May 23, 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 | $29,625 | $98,750-70.0% | $149,696-80.2% | $79,858-62.9% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.5%-21.2pp | 69.6%-8.3pp |
| Annual return | 19.26% | 27.43%-8.2pp | 276.60%-257.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,277 | $3,216-60.3% | $4,644-72.5% | $2,471-48.3% |
| Participant deferral / active EE | $2,399 | $5,680-57.8% | $6,842-64.9% | $3,740-35.9% |
| Admin fee / account holder | $480 | $6,053-92.1% | $9,309-94.8% | $5,306-91.0% |