Filed October 15, 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 | $25,546 | $92,703-72.4% | $82,719-69.1% | $134,475-81.0% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.6%-3.8pp | 81.2%-12.5pp |
| Annual return | -10.60% | 944.92%-955.5pp | 701.18%-711.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,518 | $3,274-23.1% | $3,009-16.3% | $4,740-46.9% |
| Participant deferral / active EE | $4,517 | $4,802-5.9% | $4,395+2.8% | $6,400-29.4% |
| Admin fee / account holder | $1,842 | $5,983-69.2% | $5,329-65.4% | $11,426-83.9% |