Filed August 19, 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 | $139,976 | $80,673+73.5% | $101,326+38.1% | $84,808+65.1% |
| Participation rate | 67.9% | 77.8%-9.9pp | 81.5%-13.6pp | 68.3%-0.5pp |
| Annual return | 16.41% | 38.95%-22.5pp | 36.82%-20.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,377 | $2,698-49.0% | $3,665-62.4% | $2,631-47.7% |
| Participant deferral / active EE | $4,957 | $6,840-27.5% | $7,994-38.0% | $4,212+17.7% |
| Admin fee / account holder | $5,229 | $12,784-59.1% | $11,185-53.3% | $7,344-28.8% |