Filed December 17, 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 | $56,267 | $47,848+17.6% | $81,478-30.9% | $70,131-19.8% |
| Participation rate | 67.4% | 58.3%+9.1pp | 68.0%-0.6pp | 69.5%-2.2pp |
| Annual return | 17.99% | 27.25%-9.3pp | 38.78%-20.8pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,306 | $1,527-14.5% | $2,568-49.1% | $2,342-44.3% |
| Participant deferral / active EE | $4,339 | $2,453+76.9% | $3,537+22.7% | $3,332+30.2% |
| Admin fee / account holder | $2,581 | $3,145-17.9% | $4,561-43.4% | $4,645-44.4% |