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 | $31,115 | $65,409-52.4% | $98,442-68.4% | $85,850-63.8% |
| Participation rate | 52.0% | 65.0%-13.0pp | 73.3%-21.3pp | 69.3%-17.3pp |
| Annual return | 18.69% | 21.76%-3.1pp | 1492.73%-1474.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $671 | $2,168-69.1% | $2,960-77.3% | $2,565-73.8% |
| Participant deferral / active EE | $1,368 | $3,166-56.8% | $4,276-68.0% | $3,952-65.4% |
| Admin fee / account holder | $1,917 | $4,593-58.3% | $5,949-67.8% | $6,260-69.4% |