Filed May 14, 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 | $66,623 | $54,762+21.7% | $90,281-26.2% | $72,985-8.7% |
| Participation rate | 64.6% | 65.1%-0.6pp | 73.3%-8.7pp | 69.5%-4.9pp |
| Annual return | 23.14% | 30.63%-7.5pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $807 | $2,092-61.5% | $2,854-71.7% | $2,440-66.9% |
| Participant deferral / active EE | $3,789 | $2,887+31.3% | $3,885-2.5% | $3,607+5.0% |
| Admin fee / account holder | $11,307 | $3,972+184.7% | $5,351+111.3% | $5,124+120.6% |