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 | $31,937 | $57,281-44.2% | $86,612-63.1% | $75,163-57.5% |
| Participation rate | 55.1% | 63.2%-8.1pp | 71.7%-16.6pp | 67.2%-12.1pp |
| Annual return | 15.86% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.8pp |
| Employer contribution / active EE | $987 | $2,314-57.4% | $3,022-67.4% | $2,670-63.0% |
| Participant deferral / active EE | $1,850 | $3,318-44.2% | $4,438-58.3% | $4,125-55.2% |
| Admin fee / account holder | $2,661 | $4,112-35.3% | $5,614-52.6% | $5,651-52.9% |