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 | $55,437 | $53,053+4.5% | $126,539-56.2% | $74,304-25.4% |
| Participation rate | 22.0% | 48.0%-26.0pp | 69.8%-47.8pp | 60.3%-38.3pp |
| Annual return | 15.45% | 29.46%-14.0pp | 425.95%-410.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $549 | $1,168-53.0% | $3,674-85.1% | $2,241-75.5% |
| Participant deferral / active EE | $1,294 | $2,303-43.8% | $4,083-68.3% | $3,767-65.6% |
| Admin fee / account holder | $11,846 | $3,698+220.3% | $6,065+95.3% | $2,969+299.0% |