Filed September 4, 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 | $50,251 | $152,460-67.0% | $118,746-57.7% | $147,584-66.0% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.3%-18.3pp | 82.8%-22.8pp |
| Annual return | 17.43% | 17.41%0pp | 24.54%-7.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,169 | $5,046-76.8% | $4,193-72.1% | $4,876-76.0% |
| Participant deferral / active EE | $3,004 | $6,212-51.6% | $5,332-43.7% | $5,439-44.8% |
| Admin fee / account holder | $1,857 | $16,953-89.0% | $10,720-82.7% | $10,885-82.9% |