Filed June 20, 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 | $229,644 | $133,922+71.5% | $116,228+97.6% | $142,382+61.3% |
| Participation rate | 69.6% | 77.9%-8.3pp | 74.6%-5.0pp | 80.1%-10.6pp |
| Annual return | 11.11% | 147.76%-136.7pp | 90.06%-78.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,530 | $3,446-26.6% | $2,994-15.5% | $4,299-41.1% |
| Participant deferral / active EE | $8,284 | $5,672+46.1% | $4,953+67.3% | $6,507+27.3% |
| Admin fee / account holder | $3,942 | $14,945-73.6% | $11,989-67.1% | $12,624-68.8% |