Filed November 5, 2008 (most recent of 3 filings on file)
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 | $107,795 | $109,413-1.5% | $156,263-31.0% | $84,808+27.1% |
| Participation rate | 69.0% | 72.7%-3.7pp | 78.9%-9.9pp | 68.3%+0.7pp |
| Annual return | 9.99% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $514 | $2,907-82.3% | $4,333-88.1% | $2,631-80.5% |
| Participant deferral / active EE | $3,153 | $4,590-31.3% | $6,158-48.8% | $4,212-25.1% |
| Admin fee / account holder | $28,656 | $9,357+206.3% | $14,255+101.0% | $7,344+290.2% |