Filed January 7, 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 | $95,665 | $76,367+25.3% | $93,606+2.2% | $72,985+31.1% |
| Participation rate | 65.9% | 71.7%-5.8pp | 75.8%-9.9pp | 69.5%-3.6pp |
| Annual return | 22.70% | 25.82%-3.1pp | 32.76%-10.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $592 | $2,275-74.0% | $2,718-78.2% | $2,440-75.7% |
| Participant deferral / active EE | $2,851 | $3,538-19.4% | $4,069-29.9% | $3,607-21.0% |
| Admin fee / account holder | $327 | $6,838-95.2% | $7,888-95.9% | $5,124-93.6% |