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 | $135,576 | $56,484+140.0% | $169,463-20.0% | $64,186+111.2% |
| Participation rate | 62.0% | 64.5%-2.6pp | 77.8%-15.8pp | 69.6%-7.6pp |
| Annual return | -1.69% | -1.55%-0.1pp | 1.83%-3.5pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,100 | $1,832+14.6% | $4,159-49.5% | $2,381-11.8% |
| Participant deferral / active EE | $3,752 | $3,448+8.8% | $5,277-28.9% | $3,470+8.1% |
| Admin fee / account holder | $6,431 | $4,174+54.1% | $9,109-29.4% | $4,888+31.6% |