Filed September 11, 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 | $166,132 | $95,416+74.1% | $185,823-10.6% | $85,850+93.5% |
| Participation rate | 27.5% | 68.8%-41.3pp | 81.7%-54.2pp | 69.3%-41.8pp |
| Annual return | 15.86% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,315 | $3,423-61.6% | $5,568-76.4% | $3,952-66.7% |
| Admin fee / account holder | $1,553 | $7,213-78.5% | $16,237-90.4% | $6,260-75.2% |