Filed August 10, 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 | $142,451 | $62,672+127.3% | $185,117-23.0% | $70,131+103.1% |
| Participation rate | 58.7% | 63.8%-5.0pp | 77.3%-18.5pp | 69.5%-10.8pp |
| Annual return | 23.01% | 40.79%-17.8pp | 40.50%-17.5pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,843 | $1,753+5.1% | $4,182-55.9% | $2,342-21.3% |
| Participant deferral / active EE | $3,876 | $3,272+18.5% | $5,045-23.2% | $3,332+16.3% |
| Admin fee / account holder | $541 | $3,932-86.2% | $8,159-93.4% | $4,645-88.3% |