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 | $57,284 | $133,958-57.2% | $112,228-49.0% | $134,475-57.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -18.69% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,344 | $4,038-41.9% | $3,635-35.5% | $4,740-50.5% |
| Participant deferral / active EE | $4,460 | $5,291-15.7% | $4,728-5.7% | $6,400-30.3% |
| Admin fee / account holder | $27,467 | $7,489+266.8% | $6,410+328.5% | $11,426+140.4% |