Filed May 9, 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 8-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 | $177,639 | $88,672+100.3% | $105,223+68.8% | $82,448+115.5% |
| Participation rate | 64.7% | 67.9%-3.2pp | 75.0%-10.3pp | 68.1%-3.4pp |
| Annual return | 20.79% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,027 | $3,048-66.3% | $3,689-72.2% | $2,551-59.7% |
| Participant deferral / active EE | $5,174 | $4,036+28.2% | $5,072+2.0% | $4,139+25.0% |
| Admin fee / account holder | $14,643 | $7,146+104.9% | $8,859+65.3% | $7,234+102.4% |