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 | $54,447 | $76,670-29.0% | $96,683-43.7% | $71,457-23.8% |
| Participation rate | 55.7% | 66.6%-10.9pp | 74.3%-18.6pp | 67.9%-12.2pp |
| Annual return | 28.26% | 48.29%-20.0pp | 35.69%-7.4pp | 28.85%-0.6pp |
| Employer contribution / active EE | $994 | $3,031-67.2% | $3,737-73.4% | $2,588-61.6% |
| Participant deferral / active EE | $2,452 | $3,771-35.0% | $4,878-49.7% | $4,289-42.8% |
| Admin fee / account holder | $1,736 | $2,028-14.4% | $6,730-74.2% | $1,587+9.4% |