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 | $62,428 | $56,897+9.7% | $84,750-26.3% | $62,891-0.7% |
| Participation rate | 47.7% | 68.5%-20.8pp | 76.6%-28.9pp | 69.3%-21.6pp |
| Annual return | 6.63% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $800 | $2,400-66.7% | $3,574-77.6% | $2,281-64.9% |
| Participant deferral / active EE | $1,918 | $2,709-29.2% | $3,712-48.3% | $3,203-40.1% |
| Admin fee / account holder | $5,323 | $3,581+48.7% | $5,332-0.2% | $4,296+23.9% |