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 | $69,438 | $180,028-61.4% | $138,135-49.7% | $158,922-56.3% |
| Participation rate | 55.6% | 82.2%-26.7pp | 78.7%-23.1pp | 82.0%-26.4pp |
| Annual return | 16.86% | 21.68%-4.8pp | 20.51%-3.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,537 | $7,470-79.4% | $5,587-72.5% | $4,761-67.7% |
| Participant deferral / active EE | $3,563 | $7,717-53.8% | $6,431-44.6% | $5,982-40.4% |
| Admin fee / account holder | $5,718 | $17,912-68.1% | $11,856-51.8% | $11,246-49.2% |