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 | $79,019 | $66,124+19.5% | $90,404-12.6% | $73,488+7.5% |
| Participation rate | 53.5% | 69.7%-16.2pp | 72.7%-19.2pp | 70.7%-17.2pp |
| Annual return | 19.35% | 17.65%+1.7pp | 1293.02%-1273.7pp | 28.51%-9.2pp |
| Employer contribution / active EE | $940 | $2,346-59.9% | $3,262-71.2% | $2,270-58.6% |
| Participant deferral / active EE | $3,818 | $3,039+25.7% | $3,963-3.7% | $3,740+2.1% |
| Admin fee / account holder | $3,719 | $396+838.6% | $5,611-33.7% | $513+624.8% |