Filed April 2, 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 | $26,924 | $80,717-66.6% | $154,803-82.6% | $84,808-68.3% |
| Participation rate | 34.5% | 66.8%-32.3pp | 78.1%-43.6pp | 68.3%-33.8pp |
| Annual return | 20.43% | 37.96%-17.5pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $670 | $2,761-75.7% | $4,305-84.4% | $2,631-74.5% |
| Participant deferral / active EE | $1,250 | $3,303-62.2% | $5,540-77.4% | $4,212-70.3% |
| Admin fee / account holder | $5,551 | $6,746-17.7% | $14,329-61.3% | $7,344-24.4% |