Filed December 30, 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 | $65,794 | $62,586+5.1% | $76,768-14.3% | $64,186+2.5% |
| Participation rate | 54.1% | 72.8%-18.8pp | 77.0%-22.9pp | 69.6%-15.5pp |
| Annual return | -6.46% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,089 | $1,832+14.0% | $2,485-15.9% | $2,381-12.3% |
| Participant deferral / active EE | $5,531 | $3,145+75.9% | $3,852+43.6% | $3,470+59.4% |
| Admin fee / account holder | $1,033 | $4,667-77.9% | $6,675-84.5% | $4,888-78.9% |