Filed February 12, 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 | $66,875 | $69,362-3.6% | $101,248-33.9% | $73,488-9.0% |
| Participation rate | 50.5% | 68.4%-17.9pp | 75.8%-25.3pp | 70.7%-20.2pp |
| Annual return | 16.93% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,687 | $2,628-35.8% | $3,660-53.9% | $2,270-25.7% |
| Participant deferral / active EE | $1,699 | $3,300-48.5% | $4,370-61.1% | $3,740-54.6% |
| Admin fee / account holder | $1,189 | $704+69.0% | $5,945-80.0% | $513+131.8% |