Filed November 14, 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 | $90,266 | $39,162+130.5% | $100,671-10.3% | $59,632+51.4% |
| Participation rate | 53.7% | 55.9%-2.2pp | 70.7%-17.1pp | 68.7%-15.0pp |
| Annual return | 2.41% | 21.07%-18.7pp | 20.43%-18.0pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,534 | $1,992+77.4% | $3,144+12.4% | $3,192+10.7% |
| Admin fee / account holder | $2,771 | $2,969-6.7% | $4,850-42.9% | $4,297-35.5% |