Filed August 26, 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 | $45,727 | $32,425+41.0% | $74,583-38.7% | $55,167-17.1% |
| Participation rate | 67.0% | 54.0%+13.0pp | 68.1%-1.1pp | 69.0%-2.0pp |
| Annual return | 8.31% | 10.63%-2.3pp | 20.47%-12.2pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,614 | $1,043+54.7% | $2,525-36.1% | $1,963-17.8% |
| Participant deferral / active EE | $2,671 | $1,995+33.9% | $3,458-22.8% | $3,054-12.5% |
| Admin fee / account holder | $3,809 | $748+409.0% | $4,138-7.9% | $504+656.0% |