Filed August 8, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,501 | $91,190-32.6% | $178,490-65.5% | $79,858-23.0% |
| Participation rate | 20.0% | 69.2%-49.2pp | 81.9%-61.9pp | 69.6%-49.6pp |
| Annual return | 6.46% | 24.19%-17.7pp | 151.07%-144.6pp | 31.71%-25.3pp |
| Employer contribution / active EE | $184 | $3,256-94.3% | $5,011-96.3% | $2,471-92.5% |
| Participant deferral / active EE | $1,768 | $3,236-45.4% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $20,999 | $6,751+211.0% | $13,984+50.2% | $5,306+295.7% |