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 | $128,671 | $68,346+88.3% | $94,646+35.9% | $75,163+71.2% |
| Participation rate | 65.9% | 76.1%-10.2pp | 80.8%-15.0pp | 67.2%-1.3pp |
| Annual return | 17.69% | 616.93%-599.2pp | 156.71%-139.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,336 | $2,701-13.5% | $3,672-36.4% | $2,670-12.5% |
| Participant deferral / active EE | $7,376 | $6,537+12.8% | $7,418-0.6% | $4,125+78.8% |
| Admin fee / account holder | $20,197 | $5,326+279.2% | $7,231+179.3% | $5,651+257.4% |