Filed March 28, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,167 | $47,126+23.4% | $149,673-61.1% | $74,419-21.8% |
| Participation rate | 9.0% | 63.4%-54.4pp | 78.8%-69.8pp | 70.7%-61.7pp |
| Annual return | 18.30% | 22.75%-4.5pp | 134.42%-116.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $404 | $2,728-85.2% | $5,680-92.9% | $4,528-91.1% |
| Admin fee / account holder | $848 | $343+147.4% | $13,210-93.6% | $348+143.8% |