Filed December 17, 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 | $82,171 | $86,922-5.5% | $102,438-19.8% | $80,874+1.6% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.6%-17.6pp |
| Annual return | 15.63% | 18.90%-3.3pp | 29.37%-13.7pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,582 | $2,369-33.2% | $3,024-47.7% | $2,756-42.6% |
| Participant deferral / active EE | $2,863 | $4,119-30.5% | $5,054-43.4% | $4,297-33.4% |
| Admin fee / account holder | $4,161 | $8,050-48.3% | $9,448-56.0% | $6,935-40.0% |