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 | $187,034 | $65,395+186.0% | $182,532+2.5% | $72,985+156.3% |
| Participation rate | 60.8% | 65.4%-4.6pp | 78.0%-17.2pp | 69.5%-8.7pp |
| Annual return | 29.17% | 27.68%+1.5pp | 148.54%-119.4pp | 81.00%-51.8pp |
| Employer contribution / active EE | $2,089 | $1,911+9.3% | $4,076-48.7% | $2,440-14.4% |
| Participant deferral / active EE | $3,837 | $3,563+7.7% | $5,524-30.5% | $3,607+6.4% |
| Admin fee / account holder | $5,226 | $4,245+23.1% | $8,592-39.2% | $5,124+2.0% |