Filed April 4, 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 4-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 | $17,768 | $58,627-69.7% | $76,735-76.8% | $82,448-78.4% |
| Participation rate | 55.6% | 63.2%-7.7pp | 69.5%-13.9pp | 68.1%-12.5pp |
| Annual return | 26.16% | 39.10%-12.9pp | 29.77%-3.6pp | 41.64%-15.5pp |
| Employer contribution / active EE | $1,263 | $1,729-26.9% | $2,454-48.5% | $2,551-50.5% |
| Participant deferral / active EE | $2,224 | $3,134-29.0% | $4,088-45.6% | $4,139-46.3% |
| Admin fee / account holder | $2,206 | $5,323-58.6% | $7,189-69.3% | $7,234-69.5% |