Filed April 16, 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 | $172,612 | $57,354+201.0% | $83,848+105.9% | $64,186+168.9% |
| Participation rate | 68.8% | 68.6%+0.1pp | 76.1%-7.4pp | 69.6%-0.8pp |
| Annual return | -5.67% | 11.38%-17.1pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,176 | $2,545-14.5% | $3,631-40.1% | $2,381-8.6% |
| Participant deferral / active EE | $4,434 | $2,993+48.1% | $4,082+8.6% | $3,470+27.8% |
| Admin fee / account holder | $1,985 | $4,046-50.9% | $5,478-63.8% | $4,888-59.4% |