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 | $154,259 | $94,625+63.0% | $116,228+32.7% | $84,808+81.9% |
| Participation rate | 65.9% | 70.4%-4.6pp | 74.6%-8.7pp | 68.3%-2.5pp |
| Annual return | 26.17% | 20.40%+5.8pp | 90.06%-63.9pp | 40.90%-14.7pp |
| Employer contribution / active EE | $2,991 | $2,347+27.5% | $2,994-0.1% | $2,631+13.7% |
| Participant deferral / active EE | $5,749 | $3,972+44.7% | $4,953+16.1% | $4,212+36.5% |
| Admin fee / account holder | $16,514 | $10,091+63.6% | $11,989+37.7% | $7,344+124.9% |