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 | $107,285 | $59,107+81.5% | $86,436+24.1% | $68,494+56.6% |
| Participation rate | 69.6% | 75.2%-5.7pp | 80.3%-10.8pp | 67.9%+1.7pp |
| Annual return | -17.99% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,171 | $2,519-13.8% | $3,769-42.4% | $2,596-16.4% |
| Participant deferral / active EE | $6,688 | $5,901+13.3% | $6,952-3.8% | $4,027+66.1% |
| Admin fee / account holder | $20,174 | $5,637+257.9% | $6,731+199.7% | $5,403+273.4% |