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 | $66,599 | $77,899-14.5% | $149,673-55.5% | $75,163-11.4% |
| Participation rate | 19.2% | 65.6%-46.3pp | 78.8%-59.5pp | 67.2%-48.0pp |
| Annual return | 15.88% | 31.72%-15.8pp | 134.42%-118.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $169 | $3,137-94.6% | $4,818-96.5% | $2,670-93.7% |
| Participant deferral / active EE | $1,051 | $3,411-69.2% | $5,680-81.5% | $4,125-74.5% |
| Admin fee / account holder | $4,182 | $5,956-29.8% | $13,210-68.3% | $5,651-26.0% |