Filed January 2, 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 | $44,152 | $58,694-24.8% | $142,863-69.1% | $85,850-48.6% |
| Participation rate | 40.7% | 58.5%-17.7pp | 71.9%-31.2pp | 69.3%-28.6pp |
| Annual return | 13.11% | 27.72%-14.6pp | 5637.54%-5624.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,140 | $1,423-19.9% | $4,144-72.5% | $2,565-55.6% |
| Participant deferral / active EE | $2,120 | $2,607-18.7% | $3,837-44.8% | $3,952-46.4% |
| Admin fee / account holder | $13,402 | $4,239+216.1% | $6,560+104.3% | $6,260+114.1% |