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 | $51,440 | $52,406-1.8% | $129,207-60.2% | $74,495-30.9% |
| Participation rate | 22.3% | 53.8%-31.5pp | 69.6%-47.3pp | 67.2%-44.9pp |
| Annual return | 16.38% | 15.66%+0.7pp | 9417.33%-9401.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $694 | $1,531-54.7% | $4,153-83.3% | $2,623-73.6% |
| Participant deferral / active EE | $1,550 | $2,794-44.5% | $4,168-62.8% | $4,346-64.3% |
| Admin fee / account holder | $3,548 | $2,633+34.7% | $7,715-54.0% | $1,942+82.7% |