Filed September 10, 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 | $47,073 | $32,037+46.9% | $69,182-32.0% | $62,891-25.2% |
| Participation rate | 55.8% | 43.4%+12.4pp | 55.1%+0.7pp | 69.3%-13.5pp |
| Annual return | 7.42% | 15.16%-7.7pp | -21.93%+29.4pp | 20.14%-12.7pp |
| Employer contribution / active EE | $724 | $679+6.6% | $1,206-40.0% | $2,281-68.2% |
| Participant deferral / active EE | $1,340 | $1,185+13.0% | $1,897-29.4% | $3,203-58.2% |
| Admin fee / account holder | $4,395 | $2,608+68.5% | $2,697+63.0% | $4,296+2.3% |