Filed August 19, 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 | $73,690 | $107,334-31.3% | $92,893-20.7% | $152,861-51.8% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 16.20% | 145.58%-129.4pp | 109.41%-93.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,170 | $4,221-24.9% | $3,653-13.2% | $4,762-33.4% |
| Participant deferral / active EE | $5,811 | $4,845+20.0% | $4,236+37.2% | $5,850-0.7% |
| Admin fee / account holder | $12,044 | $7,079+70.1% | $5,794+107.9% | $11,596+3.9% |