Filed October 22, 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 | $75,356 | $138,347-45.5% | $184,203-59.1% | $80,856-6.8% |
| Participation rate | 64.4% | 83.9%-19.5pp | 86.8%-22.4pp | 67.6%-3.3pp |
| Annual return | 15.09% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,244 | $4,850-53.7% | $6,427-65.1% | $2,755-18.5% |
| Participant deferral / active EE | $5,892 | $7,071-16.7% | $9,131-35.5% | $4,296+37.2% |
| Admin fee / account holder | $4,371 | $10,483-58.3% | $13,901-68.6% | $6,918-36.8% |