Filed April 25, 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 | $22,118 | $54,762-59.6% | $90,281-75.5% | $72,985-69.7% |
| Participation rate | 49.1% | 65.1%-16.1pp | 73.3%-24.2pp | 69.5%-20.4pp |
| Annual return | 29.35% | 30.63%-1.3pp | 78.10%-48.7pp | 81.00%-51.7pp |
| Employer contribution / active EE | $472 | $2,092-77.5% | $2,854-83.5% | $2,440-80.7% |
| Participant deferral / active EE | $887 | $2,887-69.3% | $3,885-77.2% | $3,607-75.4% |
| Admin fee / account holder | $2,964 | $3,972-25.4% | $5,351-44.6% | $5,124-42.2% |