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 | $56,394 | $35,183+60.3% | $73,545-23.3% | $70,131-19.6% |
| Participation rate | 46.4% | 42.9%+3.5pp | 54.9%-8.5pp | 69.5%-23.1pp |
| Annual return | 13.58% | 26.90%-13.3pp | -15.16%+28.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $560 | $709-21.0% | $1,219-54.1% | $2,342-76.1% |
| Participant deferral / active EE | $922 | $1,220-24.4% | $1,806-48.9% | $3,332-72.3% |
| Admin fee / account holder | $423 | $2,302-81.6% | $2,320-81.8% | $4,645-90.9% |