Filed September 4, 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 | $35,280 | $84,233-58.1% | $170,442-79.3% | $70,131-49.7% |
| Participation rate | 49.4% | 70.8%-21.5pp | 83.6%-34.2pp | 69.5%-20.2pp |
| Annual return | 17.90% | 23.06%-5.2pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,131 | $3,387-66.6% | $5,433-79.2% | $2,342-51.7% |
| Participant deferral / active EE | $2,438 | $3,086-21.0% | $4,939-50.6% | $3,332-26.8% |
| Admin fee / account holder | $628 | $5,698-89.0% | $13,880-95.5% | $4,645-86.5% |