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 | $69,786 | $77,660-10.1% | $109,143-36.1% | $79,386-12.1% |
| Participation rate | 55.3% | 67.8%-12.5pp | 75.9%-20.5pp | 70.7%-15.4pp |
| Annual return | 26.31% | 23.44%+2.9pp | 25.75%+0.6pp | 116.85%-90.5pp |
| Employer contribution / active EE | $971 | $2,797-65.3% | $3,722-73.9% | $2,427-60.0% |
| Participant deferral / active EE | $1,996 | $3,518-43.3% | $4,653-57.1% | $4,046-50.7% |
| Admin fee / account holder | $7,613 | $732+939.8% | $6,752+12.8% | $626+1115.3% |