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 | $41,877 | $46,674-10.3% | $117,472-64.4% | $68,494-38.9% |
| Participation rate | 41.9% | 56.8%-14.8pp | 70.6%-28.7pp | 67.9%-26.0pp |
| Annual return | -17.01% | -14.52%-2.5pp | 29.74%-46.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,218 | $1,505-19.1% | $4,176-70.8% | $2,596-53.1% |
| Participant deferral / active EE | $2,658 | $2,636+0.8% | $4,070-34.7% | $4,027-34.0% |
| Admin fee / account holder | $1,756 | $4,020-56.3% | $5,645-68.9% | $5,403-67.5% |