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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,246 | $73,867-22.5% | $143,757-60.2% | $68,494-16.4% |
| Participation rate | 17.6% | 66.7%-49.0pp | 80.3%-62.7pp | 67.9%-50.2pp |
| Annual return | -2.82% | 1.01%-3.8pp | -0.04%-2.8pp | -7.84%+5.0pp |
| Employer contribution / active EE | $188 | $3,184-94.1% | $4,951-96.2% | $2,596-92.7% |
| Participant deferral / active EE | $1,027 | $3,384-69.7% | $5,637-81.8% | $4,027-74.5% |
| Admin fee / account holder | $9,040 | $5,755+57.1% | $14,673-38.4% | $5,403+67.3% |