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 | $58,681 | $171,164-65.7% | $127,761-54.1% | $152,861-61.6% |
| Participation rate | 57.9% | 83.4%-25.5pp | 79.0%-21.1pp | 82.4%-24.6pp |
| Annual return | 20.22% | 23.54%-3.3pp | 26.14%-5.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,484 | $5,447-72.8% | $4,574-67.6% | $4,762-68.8% |
| Participant deferral / active EE | $3,306 | $7,038-53.0% | $6,021-45.1% | $5,850-43.5% |
| Admin fee / account holder | $7,950 | $14,530-45.3% | $9,395-15.4% | $11,596-31.4% |