Filed January 29, 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 | $42,964 | $73,515-41.6% | $62,995-31.8% | $147,584-70.9% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.8%-46.2pp | 82.8%-54.3pp |
| Annual return | 15.35% | 175.43%-160.1pp | 87.57%-72.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,295 | $3,320-61.0% | $2,759-53.1% | $4,876-73.4% |
| Participant deferral / active EE | $4,087 | $4,185-2.3% | $3,329+22.8% | $5,439-24.8% |
| Admin fee / account holder | $52,311 | $5,953+778.7% | $3,600+1353.1% | $10,885+380.6% |