Filed August 7, 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 | $59,617 | $53,127+12.2% | $86,590-31.2% | $70,131-15.0% |
| Participation rate | 57.4% | 65.3%-7.9pp | 73.5%-16.1pp | 69.5%-12.1pp |
| Annual return | 16.55% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,029 | $2,068-50.2% | $2,839-63.7% | $2,342-56.1% |
| Participant deferral / active EE | $2,767 | $2,696+2.7% | $3,609-23.3% | $3,332-16.9% |
| Admin fee / account holder | $577 | $3,585-83.9% | $4,906-88.2% | $4,645-87.6% |