Filed February 6, 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 | $43,631 | $52,903-17.5% | $73,307-40.5% | $59,632-26.8% |
| Participation rate | 58.8% | 68.2%-9.4pp | 74.9%-16.1pp | 68.7%-9.8pp |
| Annual return | -2.27% | 12.20%-14.5pp | 5.67%-7.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,442 | $1,909-24.5% | $3,237-55.5% | $2,203-34.5% |
| Participant deferral / active EE | $4,166 | $4,069+2.4% | $4,991-16.5% | $3,192+30.5% |
| Admin fee / account holder | $763 | $3,834-80.1% | $5,637-86.5% | $4,297-82.2% |