Filed December 31, 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 | $56,500 | $52,681+7.2% | $75,781-25.4% | $59,632-5.3% |
| Participation rate | 58.5% | 67.2%-8.7pp | 75.8%-17.3pp | 68.7%-10.1pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,233 | $2,193-43.8% | $3,323-62.9% | $2,203-44.0% |
| Participant deferral / active EE | $1,917 | $2,591-26.0% | $3,651-47.5% | $3,192-39.9% |
| Admin fee / account holder | $9,663 | $3,610+167.7% | $5,299+82.3% | $4,297+124.9% |