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 | $93,480 | $58,264+60.4% | $86,612+7.9% | $71,457+30.8% |
| Participation rate | 58.0% | 65.0%-7.0pp | 71.7%-13.7pp | 67.9%-9.9pp |
| Annual return | 20.41% | 21.63%-1.2pp | 591.07%-570.7pp | 28.85%-8.4pp |
| Employer contribution / active EE | $1,762 | $2,574-31.5% | $3,022-41.7% | $2,588-31.9% |
| Participant deferral / active EE | $4,659 | $3,436+35.6% | $4,438+5.0% | $4,289+8.6% |
| Admin fee / account holder | $4,201 | $1,057+297.4% | $5,614-25.2% | $1,587+164.7% |