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 | $41,872 | $49,173-14.8% | $121,098-65.4% | $75,163-44.3% |
| Participation rate | 46.6% | 55.4%-8.8pp | 69.5%-22.9pp | 67.2%-20.6pp |
| Annual return | 14.15% | 55.99%-41.8pp | 985.75%-971.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,542 | $1,546-0.2% | $4,164-63.0% | $2,670-42.2% |
| Participant deferral / active EE | $3,411 | $2,628+29.8% | $4,080-16.4% | $4,125-17.3% |
| Admin fee / account holder | $16,386 | $3,942+315.7% | $5,644+190.3% | $5,651+190.0% |