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 | $74,909 | $192,717-61.1% | $142,449-47.4% | $139,434-46.3% |
| Participation rate | 61.9% | 81.5%-19.6pp | 76.8%-14.9pp | 80.3%-18.4pp |
| Annual return | 25.66% | 17.99%+7.7pp | 19.99%+5.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,943 | $5,806-66.5% | $4,847-59.9% | $4,751-59.1% |
| Participant deferral / active EE | $4,043 | $7,208-43.9% | $6,283-35.6% | $6,710-39.7% |
| Admin fee / account holder | $9,191 | $15,124-39.2% | $10,011-8.2% | $11,403-19.4% |