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 | $65,944 | $81,248-18.8% | $155,509-57.6% | $80,856-18.4% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 20.15% | 33.31%-13.2pp | 64.67%-44.5pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,527 | $3,100-50.7% | $4,672-67.3% | $2,755-44.6% |
| Participant deferral / active EE | $2,897 | $3,452-16.1% | $5,626-48.5% | $4,296-32.6% |
| Admin fee / account holder | $4,808 | $7,997-39.9% | $15,912-69.8% | $6,918-30.5% |