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 | $83,390 | $115,770-28.0% | $101,248-17.6% | $158,922-47.5% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 18.76% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,716 | $4,175-34.9% | $3,660-25.8% | $4,761-43.0% |
| Participant deferral / active EE | $5,074 | $4,957+2.4% | $4,370+16.1% | $5,982-15.2% |
| Admin fee / account holder | $5,378 | $7,245-25.8% | $5,945-9.5% | $11,246-52.2% |