Filed September 2, 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 | $31,274 | $72,177-56.7% | $115,037-72.8% | $59,632-47.6% |
| Participation rate | 65.8% | 72.6%-6.8pp | 81.4%-15.6pp | 68.7%-2.9pp |
| Annual return | 5.80% | 12.02%-6.2pp | 26.14%-20.3pp | 2041.28%-2035.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,375 | $4,783-50.3% | $6,026-60.6% | $3,192-25.6% |
| Admin fee / account holder | $11,629 | $4,927+136.0% | $8,175+42.2% | $4,297+170.6% |