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 | $68,509 | $86,286-20.6% | $111,297-38.4% | $85,850-20.2% |
| Participation rate | 68.4% | 73.3%-4.9pp | 77.3%-8.9pp | 69.3%-0.9pp |
| Annual return | 15.28% | 19.99%-4.7pp | 54.65%-39.4pp | 318.53%-303.3pp |
| Employer contribution / active EE | $2,102 | $2,043+2.9% | $2,731-23.0% | $2,565-18.1% |
| Participant deferral / active EE | $3,916 | $3,641+7.6% | $4,487-12.7% | $3,952-0.9% |
| Admin fee / account holder | $4,859 | $8,188-40.7% | $7,964-39.0% | $6,260-22.4% |