Filed December 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 | $105,615 | $77,813+35.7% | $123,544-14.5% | $64,186+64.5% |
| Participation rate | 66.0% | 74.7%-8.7pp | 82.3%-16.3pp | 69.6%-3.6pp |
| Annual return | -4.72% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,305 | $3,014+9.7% | $4,628-28.6% | $2,381+38.8% |
| Participant deferral / active EE | $6,454 | $5,240+23.2% | $6,426+0.4% | $3,470+86.0% |
| Admin fee / account holder | $22,936 | $5,519+315.6% | $9,284+147.0% | $4,888+369.2% |