Filed June 10, 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 | $104,045 | $48,076+116.4% | $78,689+32.2% | $62,891+65.4% |
| Participation rate | 65.3% | 65.2%+0.1pp | 73.6%-8.3pp | 69.3%-4.0pp |
| Annual return | 5.61% | 31.35%-25.7pp | 62.18%-56.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,024 | $2,015-49.2% | $2,851-64.1% | $2,281-55.1% |
| Participant deferral / active EE | $5,410 | $2,588+109.1% | $3,517+53.8% | $3,203+68.9% |
| Admin fee / account holder | $7,047 | $3,207+119.7% | $4,510+56.2% | $4,296+64.1% |