Filed March 13, 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 | $44,443 | $91,190-51.3% | $178,490-75.1% | $79,858-44.3% |
| Participation rate | 46.6% | 69.2%-22.6pp | 81.9%-35.4pp | 69.6%-23.1pp |
| Annual return | 17.27% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $917 | $3,256-71.8% | $5,011-81.7% | $2,471-62.9% |
| Participant deferral / active EE | $1,934 | $3,236-40.2% | $5,202-62.8% | $3,740-48.3% |
| Admin fee / account holder | $1,813 | $6,751-73.1% | $13,984-87.0% | $5,306-65.8% |