Filed November 5, 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 | $45,971 | $99,020-53.6% | $86,590-46.9% | $147,584-68.9% |
| Participation rate | 68.8% | 76.3%-7.6pp | 73.5%-4.8pp | 82.8%-14.1pp |
| Annual return | 15.28% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,580 | $3,132-49.5% | $2,839-44.3% | $4,876-67.6% |
| Participant deferral / active EE | $5,405 | $3,972+36.1% | $3,609+49.8% | $5,439-0.6% |
| Admin fee / account holder | $8,097 | $5,710+41.8% | $4,906+65.1% | $10,885-25.6% |