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 | $117,841 | $53,127+121.8% | $86,590+36.1% | $70,131+68.0% |
| Participation rate | 65.5% | 65.3%+0.1pp | 73.5%-8.1pp | 69.5%-4.1pp |
| Annual return | 15.12% | 27.66%-12.5pp | 964.84%-949.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,331 | $2,068-35.6% | $2,839-53.1% | $2,342-43.2% |
| Participant deferral / active EE | $4,953 | $2,696+83.7% | $3,609+37.3% | $3,332+48.7% |
| Admin fee / account holder | $2,130 | $3,585-40.6% | $4,906-56.6% | $4,645-54.1% |