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 | $59,299 | $58,577+1.2% | $83,333-28.8% | $64,186-7.6% |
| Participation rate | 58.9% | 72.0%-13.1pp | 77.8%-18.8pp | 69.6%-10.6pp |
| Annual return | -7.86% | 9.65%-17.5pp | 10.63%-18.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,779 | $2,098-15.2% | $3,379-47.3% | $2,381-25.3% |
| Participant deferral / active EE | $5,108 | $4,654+9.8% | $5,565-8.2% | $3,470+47.2% |
| Admin fee / account holder | $5,435 | $9,275-41.4% | $7,510-27.6% | $4,888+11.2% |