Filed May 31, 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 | $27,176 | $41,377-34.3% | $109,313-75.1% | $62,891-56.8% |
| Participation rate | 52.9% | 57.5%-4.6pp | 71.3%-18.3pp | 69.3%-16.4pp |
| Annual return | 5.37% | 11.05%-5.7pp | 22.07%-16.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $846 | $1,276-33.7% | $3,892-78.3% | $2,281-62.9% |
| Participant deferral / active EE | $1,941 | $2,045-5.1% | $3,166-38.7% | $3,203-39.4% |
| Admin fee / account holder | $4,720 | $2,884+63.7% | $5,666-16.7% | $4,296+9.9% |