Filed January 3, 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 9-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.
Employer 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 | $182,501 | $179,726+1.5% | $156,263+16.8% | $142,382+28.2% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.9%-13.9pp | 80.1%-15.1pp |
| Annual return | 11.62% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,993 | $6,956-57.0% | $6,158-51.4% | $6,507-54.0% |
| Admin fee / account holder | $9,851 | $17,272-43.0% | $14,255-30.9% | $12,624-22.0% |